Keith Schoenheit, financial advisor San Dimas CA

Keith Schoenheit

CRD Number: 5053752
Current Firm: Lincoln Investment

Keith Schoenheit (CRD# 5053752) is an Investment Advisor Representative working at Lincoln Investment in San Dimas, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment San Dimas, CA Jan 2017 - Current 4
Keith Schoenheit San Dimas, CA Feb 2003 - Current 18
Legend Advisory Corporation Palm Beach Gardens, FL Nov 2014 - Sep 2019 4
Legend Equities Corporation Palm Beach Gardens, FL Nov 2014 - Jan 2017 2
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Nov 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Keith L. Schoenheit
Phone Number: 215-887-8111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,287
    MILLIONS
  • Total Number of Accounts
    178,912
    ACCOUNTS
  • Average Account Value
    $85,442
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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