Donald Monsen (CRD# 1605450) is an Investment Advisor Representative working at Woodfield Financial Advisors, Inc. in Deer Park, IL and has over 32 years of experience in the finance industry. Donald Monsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
CRD# 3025408
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group LLC | Deer Park, IL | Apr 2011 - Current | 13 |
| Woodfield Planning Corp | Rolling Meadows, IL | Nov 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- IL
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts573ACCOUNTS
-
Average Account Value$283,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, FL, IL, MD, TN, WI
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