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WOODFIELD FINANCIAL ADVISORS, INC.

DEER PARK, IL · CRD 123279 · IAPD ↗ · 847-726-9600

$230.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — WOODFIELD FINANCIAL ADVISORS, INC. reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
58
March 2024 — WOODFIELD FINANCIAL ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2024 — WOODFIELD FINANCIAL ADVISORS, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.