Andrew J Hooley

Employer firm

Mowery & Schoenfeld Wealth Management, LLC CRD 118366

$524M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ASSET ALLOCATION SERVICES INVESTMENT ADVISOR TO 401K PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2022-04-28 → 2025-03-04
  Badgley Phelps Wealth Managers
  Seattle, WA
• 2021-01-06 → 2022-04-01
  Apella Wealth
  Bellevue, WA
  West Hartford, CT
• 2019-12-23 → 2020-12-31
  Vestory, Llc
  Bellevue, WA
• 2015-07-30 → 2019-11-25
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Carmel, IN

Exams

• S66 Uniform Combined State Law Examination
  2015-07-30
• S63 Uniform Securities Agent State Law Examination
  2014-12-18

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Andrew Jay Hooley