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Woodfield Financial Advisors, Inc.

Headquartered in DEER PARK, IL

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Firm Information

Woodfield Financial Advisors, Inc. is a financial advisor based in DEER PARK, IL. They provide financial planning and portfolio management services for individuals, corporations, and other entities. They manage over $162 million in assets for their clients. They are registered with the SEC and have three licensed agents.

Woodfield Financial Advisors, Inc.

21660 W. FIELD PKWY SUITE 290

DEER PARK, IL 60010

$162.65M

Assets Under Management

13

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WOODFIELD FINANCIAL ADVISORS, INC. has a total of 1 branch locations across the country.
location

Deer Park, IL

Advisors at Woodfield Financial Advisors, Inc.

View All 3 Advisors
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Donald John Monsen

CFP®, RA

DEER PARK, IL

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Martin Michael Konsor

CFP®, RA

DEER PARK, IL

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James Blake Dobbs

CFP®, RA

Deer Park, IL

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Disclosures

There are no public disclosures for Woodfield Financial Advisors, Inc..

Frequently Asked Questions (6)

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