Michael Santino (CRD# 7430007) is an Investment Advisor Representative working at Mowery & Schoenfeld Wealth Management, LLC in Lincolnshire, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mowery & Schoenfeld Wealth Management | Lincolnshire, IL | Apr 2024 - Current | < 1 |
| Invesco | Downers Grove, IL | Aug 2021 - Apr 2024 | 2 |
| Whole Foods | Park Ridge, IL | Apr 2019 - Jul 2021 | 2 |
| Culvers | Franklin Park, IL | Feb 2017 - Feb 2019 | 2 |
| Kmart | Norridge, IL | Mar 2017 - Apr 2017 | < 1 |
| Marianos | Park Ridge, IL | Mar 2016 - Dec 2016 | < 1 |
| Unemployed | River Grove, IL | Apr 2014 - Feb 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2024 |
- IL
-
Total Assets Under Management287MILLIONS
-
Total Number of Accounts564ACCOUNTS
-
Average Account Value$508,360
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
FL, IL, LA, NY
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