Shankervalleau Wealth Advisors, Inc.
Shankervalleau Wealth Advisors, Inc. (CRD# 117527) is a financial advisory firm headquartered in Skokie, IL. They manage $410,501,856 in 612 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management411MILLION
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Total Number of Accounts612ACCOUNTS
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Average Account Value$670,755
- 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
Janice Hennessy (CRD# 6418408) 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. 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.
Brian Schaeffer (CRD# 5249766) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 16 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.
Lawrence Shanker (CRD# 2289536) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 31 years of experience in the finance industry.
John Valleau (CRD# 2300422) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 31 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.
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.
Kathleen Valleau (CRD# 7230032) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 4 years 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.