Mowery & Schoenfeld Wealth Management, LLC

Mowery & Schoenfeld Wealth Management, LLC (CRD# 118366) is a financial advisory firm headquartered in Lincolnshire, IL. They manage $6,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Mowery & Schoenfeld Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffery L. Mowery
CRD#: 4494731
475 Half Day Road, Suite 250, Lincolnshire, IL 60069
96
Wealthminder
score

Jeffery Mowery (CRD# 4494731) is an Investment Advisor Representative working at Mowery & Schoenfeld Wealth Management, LLC in Lincolnshire, IL and has over 18 years of experience in the finance industry. Jeffery Mowery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven J. Gillhaus
CRD#: 5687654
475 Half Day Road, Suite 250, Lincolnshire, IL 60069
93
Wealthminder
score

Steven Gillhaus (CRD# 5687654) is an Investment Advisor Representative working at Mowery & Schoenfeld Wealth Management, LLC in Lincolnshire, IL and has over 5 years of experience in the finance industry.

3
Keith A. Schoenfeld
CRD#: 4494732
475 Half Day Road, Suite 250, Lincolnshire, IL 60069
93
Wealthminder
score

Keith Schoenfeld (CRD# 4494732) is an Investment Advisor Representative working at Mowery & Schoenfeld Wealth Management, LLC in Lincolnshire, IL and has over 18 years of experience in the finance industry.

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