Kathleen Marie Valleau

Employer firm

Shankervalleau Wealth Advisors, Inc. CRD 117527

$645M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → Present
  Shankervalleau Wealth Advisors, Inc.
  Skokie, IL
• 11/2017 → 04/2019
  Becton, Dickinson And Company
  San Diego, CA
• 04/2016 → 10/2017
  Vyaire (Formerly Bd)
  San Diego, CA

Other Businesses

ShankerValleau Accountants, Inc. - Accounting firm - Not investment-related - 5215 Old Orchard Road Ste 850, Skokie IL 60077 - Position: Accountant - Start Date: 4/2019 - Devotes a portion of her time per month - Duties: Tax preparation assistance The Kaufherr Resource Center, Board member - Not investment-related - 1 East Erie St Ste 660, Chicago IL 60611 - Start Date: 11/2021 - Devotes a portion of her time throughout the year

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-28

Designations

• Certified Financial Planner