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Andrew J Hooley

Mowery & Schoenfeld Wealth Management, LLC

Lake Forest, IL

Lincolnshire, IL

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Current Employers
Mowery & Schoenfeld Wealth Management, Llc

475 Half Day Road Suite 500, Lincolnshire, IL 60069 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-24
  • IL RA
    APPROVED
    Since 2025-01-24

Branch Locations

550 Oakwood Ave., Lake Forest, IL 60045 • United States

475 Half Day Road Suite 500, Lincolnshire, IL 60069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab Indianapolis IN 07/2016 08/2018
Vestory Llc Bellevue WA 12/2019 12/2020
Apella Wealth Bellevue WA 01/2021 04/2022
Badgley Phelps Seattle WA 04/2022 12/2024
Charles Schwab Carmel IN 08/2018 11/2019
Mowery & Schoenfeld Wealth Management Lake Forest IL 01/2025 Present
  • 07/2016 → 08/2018
    Charles Schwab
    Indianapolis, IN
  • 12/2019 → 12/2020
    Vestory Llc
    Bellevue, WA
  • 01/2021 → 04/2022
    Apella Wealth
    Bellevue, WA
  • 04/2022 → 12/2024
    Badgley Phelps
    Seattle, WA
  • 08/2018 → 11/2019
    Charles Schwab
    Carmel, IN
  • 01/2025 → Present
    Mowery & Schoenfeld Wealth Management
    Lake Forest, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-30
S63 Uniform Securities Agent State Law Examination 2014-12-18
  • S66 Uniform Combined State Law Examination
    2015-07-30
  • S63 Uniform Securities Agent State Law Examination
    2014-12-18
Designations
Other Names
  • Andrew Jay Hooley

View on SEC IAPD

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ISTO ADVISORS, LLC
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OBAR WEALTH MANAGEMENT LLC
EDWARD JONES
TREE CITY INVESTMENTS, INC.

Other Investors

Allison Marie Ockwood
Kevin G. Rieger
Tommy Pirvu
Nicole Teresa Simmons
DUSTIN L WHITE
Michael John Brady
Samantha Pelligrino McGuire
CAROL H. BUSS

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL
ROUNDTABLE HEALTHCARE MANAGEMENT, INC · LAKE FOREST, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Lake Forest, IL
OBAR WEALTH MANAGEMENT LLC · LAKE FOREST, IL
EDWARD JONES · LAKE FOREST, IL
TREE CITY INVESTMENTS, INC. · LAKE FOREST, IL

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