Donald Monsen has been an investment adviser representative at Woodfield Financial Advisors since July 2014, and is not listed among the firm’s executive officers or direct owners. Donald Monsen holds a B.S. in Finance from Northern Illinois University.
Woodfield Financial Advisors, Inc. is a Deer Park, IL firm with $230M under management, 395 clients and 3 advisers in one office, as of its February 2026 filing.
Donald Monsen is Vice-President of Woodfield Financial Advisors. He met Jim in 1986 and shortly after began his career at Woodfield Planning Corp.; his position was included in the sale of that company to Wintrust in 2011. At Jim's urging, he returned to Woodfield Financial Advisors in mid-2014.
Donald Monsen’s longest registration is the current one, 12 years at Woodfield Financial Advisors since 2014. Before joining Woodfield Financial Advisors in 2014, Donald Monsen was registered through Independent Financial Group, LLC.
- – present · 12 yearsDeer Park, IL · Adviser representative · Firm CRD 123279
- Independent Financial Group, LLC– · 4 yearsDeer Park, IL · Adviser representative · Firm CRD 7717
Professional designations
Listed by Woodfield Financial Advisors
- CFP®
Investment adviser representative registrations
Donald Monsen is registered as an investment adviser representative in Illinois, since July 2014.
- IllinoisSince 2 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 June 2014 |
| Series 7 | General Securities Representative Examination | 15 May 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 December 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Donald John Monsen
- CRD
- 1605450
- Firm
- Woodfield Financial Advisors · CRD 123279
- Office
- 21660 W. FIELD PKWY SUITE 290, Deer Park, IL 60010
- Registration
- Investment adviser registration
- In the industry since
- May 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- woodfieldfa.com
Where does Donald Monsen work?
Donald Monsen is an investment adviser representative registered through Woodfield Financial Advisors, Inc. since July 2014, and is not listed among the firm’s executive officers or direct owners.
Is Donald Monsen a financial advisor?
Yes. Donald Monsen has a current investment-adviser registration in Illinois, through Woodfield Financial Advisors since July 2014.
How many years of experience does Donald Monsen have?
Donald Monsen has 19 years in the financial industry, since May 2007, across 2 adviser firms.
What exams has Donald Monsen passed?
Donald Monsen has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in December 1991. FINRA credited Donald Monsen with the SIE, which began in October 2018.
Where is Donald Monsen based?
Donald Monsen’s registered office is in Deer Park, IL.
Is Donald Monsen registered with FINRA?
No. Donald Monsen has no current broker registration.
Is Donald Monsen a CFP?
Woodfield Financial Advisors lists Donald Monsen with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Donald Monsen’s record?
Search CRD 1605450 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Monsen’s full registration record.
