Keith Schoenfeld (CRD# 4494732) is an Investment Advisor Representative working at Mowery & Schoenfeld Wealth Management, LLC in Lincolnshire, IL and has over 24 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mowery & Schoenfeld Wealth Management, LLC | Lincolnshire, IL | Jun 1999 - Current | 24 |
| Mowery & Schoenfeld, LLC | Lincolnshire, IL | Nov 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- IL
-
Total Assets Under Management287MILLIONS
-
Total Number of Accounts564ACCOUNTS
-
Average Account Value$508,360
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
FL, IL, LA, NY
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