Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald John Monsen is a financial advisor with over 30 years of experience in the industry. Donald is currently registered with Woodfield Financial Advisors, Inc. and has been with the firm since 2011. Donald previously worked with Independent Financial Group, LLC and several other firms. Donald holds the Series 7, Series 63, and Series 66 licenses and is a Certified Financial Planner. Donald's primary focus is providing financial planning and portfolio management services to individuals. He has a history of working with a range of clients, including high-net-worth individuals, insurance companies, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
07/02/2014 - Present
Woodfield Financial Advisors, Inc. (DEER PARK IL)
IL
05/15/2014 - 12/31/2018
INDEPENDENT FINANCIAL GROUP, LLC (DEER PARK IL)
NA
03/20/1990 - 12/31/1993
LONG GROVE TRADING CO.
NA
11/19/1989 - 03/27/1990
ROYAL ALLIANCE ASSOCIATES, INC.
NA
05/27/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/30/1987 - 06/11/1988
FSC SECURITIES CORPORATION
NA
12/26/1986 - 11/20/1987
WHYTECLIFFE SECURITIES INC.
BOTH
Issued 06/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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