![Keith Schoenheit, financial advisor San Dimas CA](/img/ws/profile-blank-sq.png)
Keith Schoenheit (CRD# 5053752) is an Investment Advisor Representative working at Lincoln Investment in San Dimas, CA and has over 18 years of experience in the finance industry.
![Davis Aldana, financial advisor San Dimas CA](/img/ws/profile-blank-sq.png)
CRD# 5436125
Lpl Financial LLC
![Claire Alexander, financial advisor San Dimas CA](/img/ws/profile-blank-sq.png)
CRD# 6393214
Raymond James Financial Services Advisors, Inc.
![Patricia Alexander, financial advisor San Dimas CA](/img/ws/profile-blank-sq.png)
CRD# 4538337
Mission Street Wealth Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Investment | San Dimas, CA | Jan 2017 - Current | 7 |
Keith Schoenheit | San Dimas, CA | Feb 2003 - Current | 21 |
Legend Advisory Corporation | Palm Beach Gardens, FL | Nov 2014 - Sep 2019 | 4 |
Legend Equities Corporation | Palm Beach Gardens, FL | Nov 2014 - Jan 2017 | 2 |
Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Nov 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2006 |
S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- CA
-
Total Assets Under Management17,218MILLIONS
-
Total Number of Accounts203,427ACCOUNTS
-
Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.