# Valentina Shehu

> Valentina Shehu is a fee-only financial advisor at Financial Strategies in Brookfield, Wisconsin. Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/valentina-shehu/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Financial Strategies
- **Based in:** Brookfield, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $149.8M across 560 accounts
- **CRD:** 8344109 (https://adviserinfo.sec.gov/individual/summary/8344109)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2026)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.retirementandwealth.com

## Frequently asked questions

### Is Valentina Shehu a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Valentina holds no broker registration, and Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Valentina charge for financial advice?

Valentina's firm, Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Valentina Shehu based?

Valentina Shehu is based in Brookfield, Wisconsin.

### Is Valentina Shehu registered with the SEC?

Yes. Valentina Shehu is registered as an investment adviser representative in WI (CRD 8344109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Strategies manage?

Financial Strategies reports $149.8M across 560 accounts in assets under management.

### How do I contact Valentina Shehu?

Through Valentina's website, www.retirementandwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8344109): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.