Donald John Monsen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → Present
  Independent Financial Group Llc
  Deer Park, IL
• 11/1986 → Present
  Woodfield Planning Corp
  Rolling Meadows, IL

Previous Registrations

• 2014-06-19 → 2018-12-31
  Independent Financial Group, Llc
  Deer Park, IL

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

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

Designations

• Certified Financial Planner