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Danielle N Woods

Propel Financial Advisors, LLC

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About Danielle N Woods

Danielle N Woods is an Investment Advisor Representative at Propel Financial Advisors, LLC. Danielle has been in the industry since 2011 and holds a Series 65 license. Danielle specializes in working with high-net-worth individuals and individuals other than high-net-worth. She has experience in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals. In addition to her work at Propel Financial Advisors, LLC, Danielle is also the owner of DW Agosto Tax Planning LLC, which provides tax planning and preparation services.

Firm Information

Danielle Woods is currently registered with Propel Financial Advisors, LLC. Propel Financial Advisors, LLC is an investment advisory firm that provides financial planning, pension consulting, and educational seminars. The firm manages a total of $38,234,936 in assets for 304 clients. Their client base consists primarily of individuals, with 101 clients and $24,717,037 in assets under management, as well as 8 high-net-worth individuals with $13,517,899 in assets under management.

$38.23M

Assets Under Management

5

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Danielle Woods’s Registration & Firm History

IL

04/15/2019 - Present

Propel Financial Advisors, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 09/10/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danielle N Woods.
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