Best Investors Account Sign in
Claim This Profile
Current Employers
Woodfield Financial Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2014-07-02
  • IL RA
    APPROVED
    Since 2014-07-02

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
Independent Financial Group Llc Deer Park IL 04/2011 Present
Woodfield Planning Corp Rolling Meadows IL 11/1986 Present
Previous Registrations
Other Businesses

(1) EMPLOYEE AND IAR WITH "WOODFIELD FINANCIAL ADVISORS, INC." AN ILLINOIS STATE REGISTERED INVESTMENT ADVISER PROVIDING FINANCIAL ADVISORY SERVICES AND INVESTMENT MANAGEMENT SINCE 1988. INVESTMENT RELATED. APPROXIMATELY 75% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-19
S63 Uniform Securities Agent State Law Examination 1991-12-18
  • S66 Uniform Combined State Law Examination
    2014-06-19
  • S63 Uniform Securities Agent State Law Examination
    1991-12-18
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Deer Park, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor