Adam Owen Kinsinger

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

• 08/2023 → Present
  Shankervalleau Wealth Advisors, Inc.
  Skokie, IL
• 05/2022 → 08/2022
  Dvi
  Peoria, IL
• 05/2021 → 07/2021
  Bayer
  Farmer City, IL
• 05/2015 → 08/2019
  Washington Park District
  Washington, IL
• 06/2017 → 06/2019
  Louisville Slugger
  Peoria, IL
• 10/2018 → 06/2019
  Lindy's
  Washington, IL
• 08/2019 → 05/2023
  Full Time Student
  Washington, IL

Other Businesses

- ShankerValleau Accountants, Inc. - Accounting firm - Not investment-related - 5215 Old Orchard Road Ste 850, Skokie IL 60077 - Position: Staff - Start Date: 8/2023 - Devotes a portion of his time per month - Duties: Tax preparation assistance

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-27

Designations

• Certified Financial Planner

Other Names

• Adam O Kinsinger