John David 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

• 01/1993 → Present
  Shankervalleau Wealth Advisors, Inc.
  Skokie, IL
• 04/1985 → Present
  Shankervalleau Accountants, Inc.
  Skokie, IL

Other Businesses

ShankerValleau Accountants, Inc. - Accounting firm - Not investment-related - 5215 Old Orchard Road Ste 850, Skokie IL 60077 - Position: Accountant - Start Date: 4/1985 - Devotes a portion of his time per month - Duties: Tax preparation assistance

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-09

Designations

• Certified Financial Planner

Other Names

• John Valleau