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Donald John Monsen

Woodfield Financial Advisors, Inc.

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About Donald John Monsen

Donald 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.

Firm Information

Donald Monsen is currently registered with Woodfield Financial Advisors, Inc.. 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.

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Donald Monsen’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald John Monsen.
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