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John David Valleau

SHANKERVALLEAU WEALTH ADVISORS, INC.·SKOKIE, Illinois
Clean recordSHANKERVALLEAU WEALTH ADVISORS, INC.
5215 OLD ORCHARD ROAD, SKOKIE, IL 60077CRD# 2300422Firm CRD# 117527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John David Valleau · SKOKIE, IL
Registration
CRD #2300422 · SHANKERVALLEAU WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John David Valleau is a registered financial advisor based in SKOKIE, Illinois, affiliated with SHANKERVALLEAU WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SHANKERVALLEAU WEALTH ADVISORS, INC.
SHANKERVALLEAU WEALTH ADVISORS, INC.
AUM
$496M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SHANKERVALLEAU WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2300422
Firm CRD# 117527
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John David Valleau offer?
John David Valleau specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SKOKIE, Illinois for a consultation.
What are John David Valleau's credentials?
John David Valleau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Valleau located?
John David Valleau is based in SKOKIE, Illinois, working with SHANKERVALLEAU WEALTH ADVISORS, INC.. Their office serves clients in the SKOKIE metropolitan area and surrounding communities.
How does John David Valleau charge for services?
John David Valleau's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHANKERVALLEAU WEALTH ADVISORS, INC.?
SHANKERVALLEAU WEALTH ADVISORS, INC. has approximately 8 employees and manages $496M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHANKERVALLEAU WEALTH ADVISORS, INC.

Lawrence H. Shanker
SKOKIE, IL

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