Keith
Schoenfeld
Mowery & Schoenfeld Wealth Management, LLC
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About this Advisor
Keith Schoenfeld is a financial advisor working out of Lincolnshire, Illinois with a total of 24 years of relevant experience. Schoenfeld currently works for Mowery & Schoenfeld Wealth Management, LLC. Over the course of their career, Schoenfeld has held roles at Mowery & Schoenfeld, LLC and Mowery & Schoenfeld Wealth Management, LLC. Schoenfeld has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Illinois. Mowery & Schoenfeld Wealth Management, LLC is a financial advisory company that has its headquarters in Lincolnshire, IL. It manages $182 million in assets under management across its 296 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 296 client accounts, 69% belong to high-net-worth individuals who have more than $1 million in assets. Mowery & Schoenfeld Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management are based on which services the firm provides the client. Fee types billed by Mowery & Schoenfeld Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mowery & Schoenfeld Wealth Management, LLC Brokerage Details
$182,221,584
7
296
$615,613
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Keith Schoenfeld Work History
Keith has been registered as a financial advisor for 24 years.*
Mowery & Schoenfeld Wealth Management, LLC
Mowery & Schoenfeld, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Keith Schoenfeld to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL
Lincolnshire, IL
Lincolnshire, IL
Lincolnshire, IL
Lincolnshire, IL
Lincolnshire, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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