Laine Kuether (CRD# 7900929) is an Investment Advisor Representative working at Shakespeare Wealth Management, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | Milwaukee, WI | Apr 2024 - Current | < 1 |
| National Exchange Bank & Trust | Fond Du Lac, WI | Oct 2018 - Apr 2024 | 5 |
| University Of Wisconsin-madison | Madison, WI | Mar 2015 - Oct 2018 | 3 |
| Agnesian Heatlhcare | Fond Du Lac, WI | Oct 2014 - Mar 2015 | < 1 |
| Biolife Plasma Services | Fond Du Lac, WI | Jul 2014 - Oct 2014 | < 1 |
| Student | Fond Du Lac, WI | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- WI
-
Total Assets Under Management440MILLIONS
-
Total Number of Accounts1,210ACCOUNTS
-
Average Account Value$363,773
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
FL, NH, SC, TX, WI
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