James
Dobbs

Woodfield Financial Advisors, Inc

CRD#1343000
Investment Advisor
in Barrington, IL

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About this Advisor

James Dobbs is a financial advisor based in Barrington, Illinois, working with Woodfield Financial Advisors, Inc. James has previously held a position at Woodfield Financial Advisors, Inc. James has passed the Series 63 regulatory exam and is registered to provide services in Illinois. Currently, James is part of Woodfield Financial Advisors, Inc, which operates out of Barrington, Illinois. The firm has 3 employees and manages assets totaling $162.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Woodfield Financial Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

21660 W. Field Pkwy Suite 290
Barrington, IL 60010

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Woodfield Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$162,654,521

IL Average: $6,674,516,078
Total Number of Employees

3

IL Average: 44
Total Number of Accounts

573

IL Average: 2,564
Average Account Size

$283,865

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

James Dobbs Work History

2009 - Present (16 years)

Woodfield Financial Advisors, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Dobbs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Woodfield Financial Advisors, Inc

Martin Konsor
Barrington, IL
James Dobbs
Barrington, IL
Donald Monsen
Barrington, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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