Nicholas Ziarek, financial advisor Pewaukee WI

Nicholas Ziarek

CRD Number: 4857560
Current Firm: Shakespeare Wealth Management, LLC

Nicholas Ziarek (CRD# 4857560) is an Investment Advisor Representative working at Shakespeare Wealth Management, LLC in Pewaukee, WI and has over 19 years of experience in the finance industry. Nicholas Ziarek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Shakespeare Wealth Management, LLC Pewaukee, WI Jan 2018 - Current 6
P.j. Schmidt Investment Management, Inc. Cedarburg, WI Oct 2013 - Jan 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2004
Contact Info for Nicholas A. Ziarek
Phone Number: 262-814-1600
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    440
    MILLIONS
  • Total Number of Accounts
    1,210
    ACCOUNTS
  • Average Account Value
    $363,773
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

FL, NH, SC, TX, WI

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