Unclaimed Profile

Lawrence H. Shanker

SHANKERVALLEAU WEALTH ADVISORS, INC.·SKOKIE, Illinois

Series 2, Series 65Clean record28 years registeredSHANKERVALLEAU WEALTH ADVISORS, INC.

5215 OLD ORCHARD ROAD, SKOKIE, IL 60077CRD# 2289536Firm CRD# 117527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence H. Shanker · SKOKIE, IL

Registration

CRD #2289536 · SHANKERVALLEAU WEALTH ADVISORS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SHANKERVALLEAU WEALTH ADVISORS, INC.

SHANKERVALLEAU WEALTH ADVISORS, INC.

Dec 1997 – Jan 2025

Skokie, IL

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · December 1, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHANKERVALLEAU WEALTH ADVISORS, INC.

CRD 117527 · SEC 801-62920

AUM

$496M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Lawrence H. Shanker offer?

Lawrence H. Shanker specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Lawrence H. Shanker's credentials?

Lawrence H. Shanker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence H. Shanker located?

Lawrence H. Shanker is based in SKOKIE, Illinois, last registered with SHANKERVALLEAU WEALTH ADVISORS, INC..

How does Lawrence H. Shanker charge for services?

Lawrence H. Shanker'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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