Brian Matthew Schaeffer

Portfolio Manager-Aktien bei ShankerValleau Wealth Advisors, Inc.

Finance

Consumer Services

Profil

Mr. Brian M.
Schaeffer is a Financial Planner at ShankerValleau Wealth Advisors, Inc. Mr. Schaeffer was previously employed as an Investment Adviser by Cambridge Investment Research Advisors, Inc. He graduated with a bachelor’s degree in Personal Finance from the University of Wisconsin Madison and also holds a master’s degree in Personal Financial Planning and an MBA from Texas Tech University.

Aktive Positionen von Brian Matthew Schaeffer

Unternehmen	Position	Beginn
ShankerValleau Wealth Advisors, Inc. ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients.	Portfolio Manager-Aktien	01.09.2015

Alle aktiven Positionen von Brian Matthew Schaeffer

Ehemalige bekannte Positionen von Brian Matthew Schaeffer

Unternehmen	Position	Ende
Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which is owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities.	Corporate Officer/Principal	01.04.2013

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Ausbildung von Brian Matthew Schaeffer

Texas Tech University

Masters Business Admin

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen	2
ShankerValleau Wealth Advisors, Inc. ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients.	Finance
Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which is owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities.	Finance