Shakespeare Wealth Management, Inc.

Shakespeare Wealth Management, Inc. (CRD# 111950) is a financial advisory firm headquartered in Pewaukee, WI. They manage $124,931,929 in 485 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $257,592
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX, WI

Financial Advisors at Shakespeare Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kevin M. Reardon
CRD#: 2258277
N22w27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072
96
Wealthminder
score

Kevin Reardon (CRD# 2258277) is an Investment Advisor Representative working at Shakespeare Wealth Management, Inc. in Pewaukee, WI and has over 24 years of experience in the finance industry. Kevin Reardon 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.

2
Mark A. Ziety
CRD#: 4902024
N22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072
96
Wealthminder
score

Mark Ziety (CRD# 4902024) is an Investment Advisor Representative working at Shakespeare Wealth Management, Inc. in Pewaukee, WI and has over 11 years of experience in the finance industry. Mark Ziety 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.

3
Andrea M. Bulen
CRD#: 5690724
N22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072
90
Wealthminder
score

Andrea Bulen (CRD# 5690724) is an Investment Advisor Representative working at Shakespeare Wealth Management, Inc. in Pewaukee, WI and has 1 year of experience in the finance industry. Andrea Bulen 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.