Mowery & Schoenfeld Wealth Management, LLC

Mowery & Schoenfeld Wealth Management, LLC (CRD# 118366) is a financial advisory firm headquartered in Lincolnshire, IL. They manage $286,714,983 in 564 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
475 Half Day Road, Suite 500, Lincolnshire, IL 60069
https://www.linkedin.com/in/krassimira-marinkova-a087ba25/
By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $508,360
Compensation Options
  • A percentage of assets under your management
  • Commissions
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
The map below shows states where this firm has explicit registration only.

FL, IL, LA, NY

Financial Advisors at Mowery & Schoenfeld Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffery Mowery, financial advisor Lincolnshire IL
Jeffery L. Mowery
CRD#: 4494731
475 Half Day Road, Suite 500, Lincolnshire, IL 60069

Jeffery Mowery (CRD# 4494731) 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.

2
Keith Schoenfeld, financial advisor Lincolnshire IL
Keith A. Schoenfeld
CRD#: 4494732
475 Half Day Road, Suite 500, Lincolnshire, IL 60069

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.

3
Michael Deering, financial advisor Lincolnshire IL
Michael A. Deering
CRD#: 7490311
475 Half Day Road, Suite 500, Lincolnshire, IL 60069

Michael Deering (CRD# 7490311) is an Investment Advisor Representative working at Mowery & Schoenfeld Wealth Management, LLC in Lincolnshire, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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