Adam O. Kinsinger

SHANKERVALLEAU WEALTH ADVISORS

Skokie, IL 60077

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CRD#: 7833196

Professional summary

Adam Owen Kinsinger, who also goes by Adam O Kinsinger, is a registered financial advisor currently at SHANKERVALLEAU WEALTH ADVISORS, INC. located in Skokie, Illinois.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Adam has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam O Kinsinger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

- 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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Owen Kinsinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 10, 2023 - Present

SHANKERVALLEAU WEALTH ADVISORS, INC.

Office #1: 5215 Old Orchard Road Suite 850, Skokie, IL 60077

RIA

CRD#: 117527

Skokie, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SHANKERVALLEAU WEALTH ADVISORS, INC.

SHANKER AND VALLEAU, INC. | SHANKERVALLEAU WEALTH ADVISORS, INC. | SHANKERVALLEAU INVESTMENT ADVISORS, INC.

CRD#: 117527 / SEC#: 801-62920

RIA

Registered Investment Advisory firm - (3/26/2004 Approved)

Illinois

Registered Investment Advisory firm - (3/26/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(11/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/27/2023

Uniform Investment Adviser Law Examination

Current Firm

SHANKERVALLEAU WEALTH ADVISORS, INC.

SHANKER AND VALLEAU, INC. | SHANKERVALLEAU WEALTH ADVISORS, INC. | SHANKERVALLEAU INVESTMENT ADVISORS, INC.

CRD#: 117527 / SEC#: 801-62920

RIA

Registered Investment Advisory firm - (3/26/2004 Approved)

Illinois

Registered Investment Advisory firm - (3/26/2004 Terminated)

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Contact information

Main Address

5215 Old Orchard Road Suite 850, Skokie, IL 60077

Mailing Address

Phone number

(847) 475-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	649
AUM (Assets Under Management)	$ 549,903,956

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Adam O. Kinsinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Owen Kinsinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHANKERVALLEAU WEALTH ADVISORS, INC.

Primary Firm SEC Registration

SHANKERVALLEAU WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/27/2023

Current Firm

SHANKERVALLEAU WEALTH ADVISORS, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHANKERVALLEAU WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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