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).
-
Total Assets Under Management440MILLION
-
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
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.
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.
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.
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.
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.
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.