Kathleen Valleau
Shankervalleau Wealth Advisors · Skokie, Illinois
Kathleen Valleau is a fee-only financial advisor at Shankervalleau Wealth Advisors in Skokie, Illinois, who holds the CFP credential. Shankervalleau Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Shankervalleau Wealth Advisors |
|---|---|
| Based in | Skokie, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $645.3M across 675 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7230032 |
| Exams passed | Series 65 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.shankervalleau.com |
How Kathleen's firm compares
- Shankervalleau Wealth Advisors's average account is about $956,000, from its Form ADV (assets managed divided by 675 accounts).
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Questions about Kathleen
Is Kathleen Valleau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Shankervalleau Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen's firm, Shankervalleau Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Kathleen Valleau based?
Kathleen Valleau is based in Skokie, Illinois.
What credentials does Kathleen Valleau hold?
Kathleen Valleau holds the CFP credential.
Is Kathleen Valleau registered with the SEC?
Yes. Kathleen Valleau is registered as an investment adviser representative in IL (CRD 7230032), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shankervalleau Wealth Advisors manage?
Shankervalleau Wealth Advisors reports $645.3M across 675 accounts in assets under management.
How do I contact Kathleen Valleau?
Through Kathleen's website, www.shankervalleau.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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