Brian Matthew Schaeffer

Current Employers

Impact Financial

1 East Erie Street #525-4173, Chicago, IL 60611 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-08-26

IL RA
APPROVED

Since 2026-08-26

Branch Locations

Chicago, IL • United States

1 East Erie Street #525-4173, Chicago, IL 60611 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Shankervalleau Wealth Advisors, Inc.	Skokie	IL	09/2015	07/2026
Impact Financial Llc	Chicago	IL	08/2026	Present

09/2015 → 07/2026

Shankervalleau Wealth Advisors, Inc.

Skokie, IL
08/2026 → Present

Impact Financial Llc

Chicago, IL

Previous Registrations

2015-09-21 → 2026-07-31

Shankervalleau Wealth Advisors, Inc.

Evanston, IL

Skokie, IL
2012-03-13 → 2013-04-09

Cambridge Investment Research Advisors, Inc.

Madison, WI
2008-04-10 → 2010-03-18

Ameriprise Financial Services, Llc

Middleton, WI

Madison, WI

Other Businesses

Name: Morrison-Shearer Foundation. Investment-related: No. Address: P.O. Box 408508 Chicago, IL 60640. Nature: Foundation for artists. Position/Title: Treasurer. Start date: 5/2016. Approximate hours/month devoted: 10. Hours during securities trade hours: 0. Duties: Oversees financial assets, cash flow, and budgeting for Foundation.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-03-10

S66 Uniform Combined State Law Examination

2008-03-10

Designations

View on SEC IAPD