Shankervalleau Wealth Advisors, Inc.

Shankervalleau Wealth Advisors, Inc. (CRD# 117527) is a financial advisory firm headquartered in Skokie, IL. They manage $372,676,052 in 559 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    373
    MILLION
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $666,683
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, FL, IL, LA, MD, NY, TX

Financial Advisors at Shankervalleau Wealth Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Janice J. Hennessy
CRD#: 6418408
5215 Old Orchard Road, Suite 850, Skokie, IL 60077

Janice Hennessy (CRD# 6418408) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 6 years of experience in the finance industry. Janice Hennessy 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
Brian M. Schaeffer
CRD#: 5249766
5215 Old Orchard Road, Suite 850, Skokie, IL 60077

Brian Schaeffer (CRD# 5249766) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 13 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.

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

Lawrence Shanker (CRD# 2289536) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 29 years of experience in the finance industry.

4
John D. Valleau
CRD#: 2300422
5215 Old Orchard Road, Suite 850, Skokie, IL 60077

John Valleau (CRD# 2300422) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 28 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.

5
Philip T. Johnston
CRD#: 7115213
5215 Old Orchard Road, Suite 850, Skokie, IL 60077

Philip Johnston (CRD# 7115213) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has 1 year of experience in the finance industry.

6
Kathleen M. Valleau
CRD#: 7230032
5215 Old Orchard Road, Suite 850, Skokie, IL 60077

Kathleen Valleau (CRD# 7230032) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has 1 year of experience in the finance industry. Kathleen 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.

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