Shankervalleau Wealth Advisors, Inc.

Shankervalleau Wealth Advisors, Inc. (CRD# 117527) is a financial advisory firm headquartered in Skokie, IL. They manage $225,401,615 in 468 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    468
    ACCOUNTS
  • Average Account Value
    $481,627
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, LA, MD, NY, TX

Financial Advisors at Shankervalleau Wealth Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Brian M. Schaeffer
CRD#: 5249766
5215 Old Orchard Road, Suite 850, Skokie, IL 60077
96
Wealthminder
score

Brian Schaeffer (CRD# 5249766) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 8 years of experience in the finance industry. Brian Schaeffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John D. Valleau
CRD#: 2300422
5215 Old Orchard Road, Suite 850, Skokie, IL 60077
96
Wealthminder
score

John Valleau (CRD# 2300422) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 24 years of experience in the finance industry. John Valleau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lawrence H. Shanker
CRD#: 2289536
5215 Old Orchard Road, Suite 850, Skokie, IL 60077
93
Wealthminder
score

Lawrence Shanker (CRD# 2289536) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 24 years of experience in the finance industry.

4
Nancy P. Wojcik
CRD#: 5451449
5215 Old Orchard Road, Suite 850, Skokie, IL 60077
93
Wealthminder
score

Nancy Wojcik (CRD# 5451449) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 9 years of experience in the finance industry.

5
Janice J. Hennessy
CRD#: 6418408
5215 Old Orchard Road, Suite 850, Skokie, IL 60077
88
Wealthminder
score

Janice Hennessy (CRD# 6418408) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has 1 year of experience in the finance industry.

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