Ryan Rink (CRD# 6643362) is an Investment Advisor Representative working at Shakespeare Wealth Management, LLC in Pewaukee, WI and has over 7 years of experience in the finance industry. Ryan Rink 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.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shakespeare Wealth Management, Inc. | Pewaukee, WI | Nov 2019 - Current | 4 |
| Woodbury Financial Services Inc. | West Bend, WI | Feb 2017 - Oct 2019 | 2 |
| Thrivent Financial | Appleton, WI | May 2016 - Feb 2017 | < 1 |
| Thrivent Investment Management Inc. | Appleton, WI | May 2016 - Feb 2017 | < 1 |
| University Of Wisconsin-madison | Madison, WI | Aug 2012 - May 2016 | 3 |
| Pierce Manufacturing | Appleton, WI | Dec 2015 - Jan 2016 | < 1 |
| Pierce Manufacturing | Appleton, WI | May 2015 - Aug 2015 | < 1 |
| Pierce Manufacturing | Appleton, WI | Dec 2014 - Jan 2015 | < 1 |
| Pierce Manufacturing | Appleton, WI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
- WI
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Total Assets Under Management440MILLIONS
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Total Number of Accounts1,210ACCOUNTS
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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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