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Andrea Margaret-Swansby Bulen

SHAKESPEARE WEALTH MANAGEMENT, LLC·PEWAUKEE, Wisconsin
Unclaimed Profile
N22 W27847 EDGEWATER DRIVE, PEWAUKEE, WI 53072CRD# 5690724Firm CRD# 111950
01

About

Andrea Margaret-Swansby Bulen is a registered financial advisor based in PEWAUKEE, Wisconsin, affiliated with SHAKESPEARE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SHAKESPEARE WEALTH MANAGEMENT, LLC
SHAKESPEARE WEALTH MANAGEMENT, LLC
AUM
$440M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SHAKESPEARE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5690724
Firm CRD# 111950
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrea Margaret-Swansby Bulen offer?
Andrea Margaret-Swansby Bulen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEWAUKEE, Wisconsin for a consultation.
What are Andrea Margaret-Swansby Bulen's credentials?
Andrea Margaret-Swansby Bulen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Margaret-Swansby Bulen located?
Andrea Margaret-Swansby Bulen is based in PEWAUKEE, Wisconsin, working with SHAKESPEARE WEALTH MANAGEMENT, LLC. Their office serves clients in the PEWAUKEE metropolitan area and surrounding communities.
How does Andrea Margaret-Swansby Bulen charge for services?
Andrea Margaret-Swansby Bulen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHAKESPEARE WEALTH MANAGEMENT, LLC?
SHAKESPEARE WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $440M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PEWAUKEE
Kevin John Bay — KEVIN BAY INVESTMENTS, LLCTerry John Mezera — KEVIN BAY INVESTMENTS, LLCKevin Michael Reardon — SHAKESPEARE WEALTH MANAGEMENT, LLCJean Marie Ryan — KEVIN BAY INVESTMENTS, LLCJan Brian Cliff — KEVIN BAY INVESTMENTS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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