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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-22-1997
- Office Locations
- 1
Office Locations
About Woodfield Financial Advisors, Inc.
Woodfield Financial Advisors provides independent, holistic financial planning and investment management for individuals and business owners, with added focus on executives and clients experiencing sudden wealth or inheritances. Planning spans retirement, college savings, family transitions, and business benefits (401(k)s, health insurance). Emphasizes diversified asset allocation and personal attention; custodied at Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES BLAKE DOBBS
Chief Compliance Officer, President
- CRD
- #1343000
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MARTIN MICHAEL KONSOR
Certified Financial Planner
- CRD
- #6474899
DONALD JOHN MONSEN
Vice President
- CRD
- #1605450
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,740,688 | $530,575 |
| Non-Discretionary | $26,328,359 | $4,388,060 |
| Total | $230,069,047 | $589,921 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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