Investment adviser representative · Woodfield Financial Advisors, Inc.
Donald J. Monsen
CRD 1605450 · Deer Park, IL
At a glance
Donald J. Monsen is an investment adviser representative with Woodfield Financial Advisors, Inc. in Deer Park, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Donald’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Woodfield Financial Advisors, Inc.Since July 2014Deer Park, IL · $230M in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Donald’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Woodfield Financial Advisors, Inc.
- James B. DobbsDeer Park · Certified Financial Planner
- Martin M. KonsorDeer Park · Certified Financial Planner
Every advisor at Woodfield Financial Advisors, Inc. →Woodfield Financial Advisors, Inc.: assets, clients and custodians →Financial advisors in Deer Park, IL →Every Woodfield Financial Advisors, Inc. advisor in Deer Park →Advisor Moves: who changed firms this week →