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Inactive

Krassimira Marinkova

Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL

Lake Forest, IL

CRD 7459896

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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:

Current Employers
Mowery & Schoenfeld Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-06-10
  • IL RA
    APPROVED
    Since 2022-06-10

Branch Locations

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

550 Oakwood Ave., Lake Forest, IL 60045 • 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
Rmb Capital Llc Lake Forest IL 07/2017 05/2022
Vennwell Llc Lake Forest IL 05/2002 07/2017
Mowery & Schoenfeld Wealth Management, Llc Lincolnshire IL 06/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-06
  • S65 Uniform Investment Adviser Law Examination
    2021-11-06
Other Names
  • Mira Marinkova

View on SEC IAPD

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