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James Blake Dobbs

WOODFIELD FINANCIAL ADVISORS, INC.·DEER PARK, Illinois
Series 6, Series 22, Series 63Clean record28 years registeredWOODFIELD FINANCIAL ADVISORS, INC.
21660 W. FIELD PKWY SUITE 290, DEER PARK, IL 60010CRD# 1343000Firm CRD# 123279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Blake Dobbs · DEER PARK, IL
Registration
CRD #1343000 · WOODFIELD FINANCIAL ADVISORS, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

WOODFIELD FINANCIAL ADVISORS, INC.
Oct 1997 – present
WOODFIELD PLANNING CORPORATION
Oct 1997 – Dec 2002
ROLLING MEADOWS, IL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 22
Series 63
Registration record
First registered · October 22, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOODFIELD FINANCIAL ADVISORS, INC.
CRD 123279 · SEC 801-121330
AUM
$163M
Regulatory assets under management
Employees
3
573 client accounts
Services offered by WOODFIELD FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOODFIELD FINANCIAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does James Blake Dobbs offer?
James Blake Dobbs specializes in Financial Planning, Investment Management. Contact their office in DEER PARK, Illinois for a consultation.
What are James Blake Dobbs's credentials?
James Blake Dobbs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Blake Dobbs located?
James Blake Dobbs is based in DEER PARK, Illinois, working with WOODFIELD FINANCIAL ADVISORS, INC.. Their office serves clients in the DEER PARK metropolitan area and surrounding communities.
How does James Blake Dobbs charge for services?
James Blake Dobbs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODFIELD FINANCIAL ADVISORS, INC.?
WOODFIELD FINANCIAL ADVISORS, INC. has approximately 3 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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