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).
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Total Assets Under Management287MILLION
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Total Number of Accounts564ACCOUNTS
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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
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.
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.
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.