Cole Toennies has been an investment adviser representative at Mowery & Schoenfeld Wealth Management since September 2026, and is not listed among the firm’s executive officers or direct owners.
Mowery & Schoenfeld Wealth Management, LLC is a Lincolnshire, IL firm with $524M under management, 180 clients and 6 advisers across 3 offices, as of its January 2026 filing.
- – present · under a yearLake Forest, IL · Adviser representative · Firm CRD 118366
Investment adviser representative registrations
Cole Toennies is registered as an investment adviser representative in Illinois, since September 2026.
- IllinoisSince 21 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 September 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cole Michael Toennies
- CRD
- 8336249
- Firm
- Mowery & Schoenfeld Wealth Management · CRD 118366
- Office
- 550 Oakwood Ave, Lake Forest, IL 60045
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Cole Toennies work?
Cole Toennies is an investment adviser representative registered through Mowery & Schoenfeld Wealth Management, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Cole Toennies a financial advisor?
Yes. Cole Toennies has a current investment-adviser registration in Illinois, through Mowery & Schoenfeld Wealth Management since September 2026.
How many years of experience does Cole Toennies have?
Cole Toennies has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Cole Toennies passed?
Cole Toennies passed the Series 65 in September 2026.
Where is Cole Toennies based?
Cole Toennies’ registered office is in Lake Forest, IL.
Is Cole Toennies registered with FINRA?
No. Cole Toennies has no current broker registration.
How can I verify Cole Toennies’ record?
Search CRD 8336249 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cole Toennies’ full registration record.
