Krassimira Marinkova
Investment adviser representative at Mowery & Schoenfeld Wealth Management, LLC
24 yearsExperience
1 stateRegistered in
$524.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Mowery & Schoenfeld Wealth Management, LLCJun 2022 to now
- Rmb Capital LLCJul 2017 to May 2022
- Vennwell LLCMay 2002 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Mowery & Schoenfeld Wealth Management, LLC
$524.4MAssets managed
180Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7459896
- Firm CRD
- 118366