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John David Valleau

SHANKERVALLEAU WEALTH ADVISORS, INC.·SKOKIE, Illinois
Series 65Clean record28 years registeredSHANKERVALLEAU 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. · 28 years registered
Brand Profile
Not yet started
01

Career History

SHANKERVALLEAU WEALTH ADVISORS, INC.
Dec 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 1, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHANKERVALLEAU WEALTH ADVISORS, INC.
CRD 117527 · SEC 801-62920
AUM
$496M
Regulatory assets under management
Employees
8
635 client accounts
Services offered by SHANKERVALLEAU WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHANKERVALLEAU WEALTH ADVISORS, INC. →
Introduction

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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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