Adam Kinsinger (CRD# 7833196) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, 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 |
|---|---|---|---|
| Shankervalleau Wealth Advisors, Inc. | Skokie, IL | Aug 2023 - Current | < 1 |
| Full Time Student | Washington, IL | Aug 2019 - May 2023 | 3 |
| Dvi | Peoria, IL | May 2022 - Aug 2022 | < 1 |
| Bayer | Farmer City, IL | May 2021 - Jul 2021 | < 1 |
| Washington Park District | Washington, IL | May 2015 - Aug 2019 | 4 |
| Lindy's | Washington, IL | Oct 2018 - Jun 2019 | < 1 |
| Louisville Slugger | Peoria, IL | Jun 2017 - Jun 2019 | 2 |
| Umemployed | Washington, IL | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- IL
-
Total Assets Under Management448MILLIONS
-
Total Number of Accounts618ACCOUNTS
-
Average Account Value$724,737
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, LA, MD, NY, TX
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