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Jeffery Lynn Mowery

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC·LINCOLNSHIRE, Illinois
Unclaimed Profile
475 HALF DAY ROAD, LINCOLNSHIRE, IL 60069CRD# 4494731Firm CRD# 118366
01

About

Jeffery Lynn Mowery is a registered financial advisor based in LINCOLNSHIRE, Illinois, affiliated with MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
AUM
$287M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 4494731
Firm CRD# 118366
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffery Lynn Mowery offer?
Jeffery Lynn Mowery specializes in Financial Planning, Investment Management. Contact their office in LINCOLNSHIRE, Illinois for a consultation.
What are Jeffery Lynn Mowery's credentials?
Jeffery Lynn Mowery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery Lynn Mowery located?
Jeffery Lynn Mowery is based in LINCOLNSHIRE, Illinois, working with MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC. Their office serves clients in the LINCOLNSHIRE metropolitan area and surrounding communities.
How does Jeffery Lynn Mowery charge for services?
Jeffery Lynn Mowery's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC?
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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