Keith Schoenfeld has been Manager, CCO of Mowery & Schoenfeld Wealth Management since July 1998, is a control person of the firm and directly owns between 25% and 50% of it.
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 · 26 yearsAdviser representative · Firm CRD 118366
Investment adviser representative registrations
Keith Schoenfeld is registered as an investment adviser representative in 2 states. The first approvals date from October 1999; the most recent is Florida, in June 2024.
- FloridaSince 13 June 2024
- IllinoisSince 29 October 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 September 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Keith Anthony Schoenfeld
- CRD
- 4494732
- Firm
- Mowery & Schoenfeld Wealth Management · CRD 118366
- Role
- Manager, CCO
- Registration
- Investment adviser registration
- In the industry since
- October 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Keith Schoenfeld work?
Keith Schoenfeld has been Manager, CCO of Mowery & Schoenfeld Wealth Management, LLC since July 1998, and is a control person of the firm.
Is Keith Schoenfeld a financial advisor?
Yes. Keith Schoenfeld has a current investment-adviser registration in Florida and Illinois, through Mowery & Schoenfeld Wealth Management since October 1999.
How many years of experience does Keith Schoenfeld have?
Keith Schoenfeld has 26 years in the financial industry, since October 1999, across 1 adviser firm.
What exams has Keith Schoenfeld passed?
Keith Schoenfeld passed the Series 65 in September 1999.
Is Keith Schoenfeld registered with FINRA?
No. Keith Schoenfeld has no current broker registration.
How can I verify Keith Schoenfeld’s record?
Search CRD 4494732 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Schoenfeld’s full registration record.
