Krassimira
Marinkova
Mowery & Schoenfeld Wealth Management, LLC
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About this Advisor
Krassimira Marinkova is a financial advisor who works out of Lincolnshire, Illinois with 1 year of industry experience. Marinkova currently works for Mowery & Schoenfeld Wealth Management, LLC. Throughout their career, they have worked at Rmb Capital LLC, Vennwell LLC and Mowery & Schoenfeld Wealth Management, LLC. Marinkova maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Illinois. Mowery & Schoenfeld Wealth Management, LLC is a firm that has its headquarters in Lincolnshire, IL. It oversees $182 million in assets among its 296 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 296 customer accounts, 69% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm 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 advice are based on which services the firm provides the client. However, fee types charged 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
Krassimira Marinkova Work History
Krassimira has been registered as a financial advisor for 1 years.*
Mowery & Schoenfeld Wealth Management, LLC
Rmb Capital LLC
Vennwell 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 Krassimira Marinkova 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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