Donald Monsen is a CFP-designated registered investment advisor at Woodfield Financial Advisors, INC., based in Deer Park, IL, with 18 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 395 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fee Estimator
Location
21660 W. Field Pkwy Suite 290, Deer Park, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donald works as an employee and IAR with Woodfield Financial Advisors, Inc., providing financial advisory services and investment management since 1988. This activity takes up nearly all of Donald's time.
Employment History
Current Registrations
Woodfield Financial Advisors, INC.
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Long Grove Trading CO.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Fsc Securities CorporationBroker
Whytecliffe Securities INC.Broker
State Registrations1 state
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