Brian Matthew Schaeffer

Portfolio Manager-Equities at ShankerValleau Wealth Advisors, Inc.

Finance

Consumer Services

Profile

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.

Brian Matthew Schaeffer active positions

Companies	Position	Start
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-Equities	2015-08-31

All active positions of Brian Matthew Schaeffer

Former positions of Brian Matthew Schaeffer

Companies	Position	End
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	2013-03-31

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Training of Brian Matthew Schaeffer

Texas Tech University

Masters Business Admin

Experiences
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Linked companies

Private companies	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