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Martin Michael Konsor

Woodfield Financial Advisors, Inc.

Deer Park, IL

CRD 6474899

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Employer firm

Woodfield Financial Advisors, Inc. CRD 123279

$230M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Woodfield Financial Advisors, Inc.

21660 W. Field Pkwy Suite 290, Deer Park, IL 60010 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-04-22
  • IL RA
    APPROVED
    Since 2015-04-22

Branch Locations

21660 W. Field Pkwy Suite 290, Deer Park, IL 60010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zurich North America Schaumburg IL 06/2012 Present
  • 06/2012 → Present
    Zurich North America
    Schaumburg, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-12
  • S65 Uniform Investment Adviser Law Examination
    2015-02-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CITIGROUP ALTERNATIVE INVESTMENTS LLC
CITIGROUP GLOBAL MARKETS INC.
RUDIUS MANAGEMENT, L.P.

Nearby Investors

MICHAEL PATRICK NOLAN
Alexios Coscoros
SAHIL KUMAR VARMA

Nearby Offices

CITIGROUP ALTERNATIVE INVESTMENTS LLC · NEW YORK, NY
CITIGROUP GLOBAL MARKETS INC. · NEW YORK, NY
CITIGROUP GLOBAL MARKETS INC. · New York, NY

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