Shakespeare Wealth Management, LLC

Shakespeare Wealth Management, LLC (CRD# 111950) is a financial advisory firm headquartered in Pewaukee, WI. They manage $440,165,589 in 1,210 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
N22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072
http://www.shakespeareinvestments.com
By the Numbers
  • Total Assets Under Management
    440
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, NH, SC, TX, WI

Financial Advisors at Shakespeare Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Andrea Bulen, financial advisor Pewaukee WI
Andrea M. Bulen
CRD#: 5690724
N22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072

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

2
Brian Ellenbecker, financial advisor Pewaukee WI
Brian J. Ellenbecker
CRD#: 4210198
N22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072

Brian Ellenbecker (CRD# 4210198) is an Investment Advisor Representative working at Shakespeare Wealth Management, LLC in Pewaukee, WI and has over 23 years of experience in the finance industry.

3
Kevin Reardon, financial advisor Pewaukee WI
Kevin M. Reardon
CRD#: 2258277
N22w27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072

Kevin Reardon (CRD# 2258277) is an Investment Advisor Representative working at Shakespeare Wealth Management, LLC in Pewaukee, WI and has over 31 years of experience in the finance industry.

4
Nicholas Ziarek, financial advisor Pewaukee WI
Nicholas A. Ziarek
CRD#: 4857560
N22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072

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.

5
Laine Kuether, financial advisor Milwaukee WI
Laine J. Kuether
CRD#: 7900929
Milwaukee, WI

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.

6
Ryan Rink, financial advisor Pewaukee WI
Ryan R. Rink
CRD#: 6643362
N22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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