MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

LINCOLNSHIRE, Illinois·3 registered advisors·CRD# 118366
SEC# 801-1264302847-247-8959
01

Firm Overview

AUM
$287M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

3 registered advisors
Jeffery Lynn Mowery
LINCOLNSHIRE, Illinois
Keith Anthony Schoenfeld
LINCOLNSHIRE, Illinois
Michael Anthony Deering
LINCOLNSHIRE, Illinois
05

Office Locations

LINCOLNSHIRE, Illinois
3 advisors

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Data sourced from SEC Form ADV filings. MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC (CRD# 118366) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.