Michael
Santino

Mowery & Schoenfeld Wealth Management, LLC

CRD#7430007
Investment Advisor
in Lincolnshire, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Santino is a financial advisor based in Lincolnshire, Illinois, working with Mowery & Schoenfeld Wealth Management, LLC. Michael has previously held positions at Marianos, Kmart, Culvers, Whole Foods, Invesco, and Mowery & Schoenfeld Wealth Management. Michael has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Michael is part of Mowery & Schoenfeld Wealth Management, LLC, which operates out of Lincolnshire, Illinois. The firm has one office and seven employees. The firm manages assets totaling $286.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Mowery & Schoenfeld Wealth Management, LLC includes asset-based and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Commissions

Office Location

475 Half Day Road Suite 500
Lincolnshire, IL 60069

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Mowery & Schoenfeld Wealth Management, LLC Brokerage Details

Total Assets Under Management

$286,714,983

IL Average: $6,674,516,078
Total Number of Employees

7

IL Average: 44
Total Number of Accounts

564

IL Average: 2,564
Average Account Size

$508,360

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Michael Santino Work History

2024 - Present (1 year)

Mowery & Schoenfeld Wealth Management

2021 - 2024 (3 years)

Invesco

2019 - 2021 (2 years)

Whole Foods

2017 - 2017 (< 1 year)

Kmart

2017 - 2019 (2 years)

Culvers

2016 - 2016 (< 1 year)

Marianos

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Santino 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

Michael Santino
Lincolnshire, IL
Michael Deering
Lincolnshire, IL
Kristen Mccullough
Lincolnshire, IL
Krassimira Marinkova
Lincolnshire, IL
Jeffery Mowery
Lincolnshire, IL
Keith Schoenfeld
Lincolnshire, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started