MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC of LINCOLNSHIRE, IL is an SEC-registered investment adviser (CRD 118366). Regulatory assets under management: $524.4M.
Compensation: % of AUM, Commissions.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Jeffery Lynn Mowery | MANAGING MEMBER; MANAGING MEMBER, CEO | — |
| Keith Anthony Schoenfeld | MANAGER, CCO; MANAGER, CFO, CCO | — |
| Michael Anthony Deering | MANAGER, IAR | — |
| Kristen Michele Mccullough | MANAGING DIRECTOR OF WEALTH MANAGEMENT | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| MOWERY JEFFERY LYNN | MEMBER | — |
| SCHOENFELD KEITH ANTHONY | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| DEERING MICHAEL ANTHONY | MEMBER | — |