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Andrea Margaret-Swansby Bulen

SHAKESPEARE WEALTH MANAGEMENT, LLC·PEWAUKEE, Wisconsin
Clean record17 years registeredSHAKESPEARE WEALTH MANAGEMENT, LLC
N22 W27847 EDGEWATER DRIVE, PEWAUKEE, WI 53072CRD# 5690724Firm CRD# 111950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrea Margaret-Swansby Bulen · PEWAUKEE, WI
Registration
CRD #5690724 · SHAKESPEARE WEALTH MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

SHAKESPEARE WEALTH MANAGEMENT, LLC
Jul 2013 – present
PAULAHOGAN
Jul 2009 – May 2013
MILWAUKEE, WI
02

Registrations & Exams

Registration record
First registered · July 13, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHAKESPEARE WEALTH MANAGEMENT, LLC
CRD 111950 · SEC 801-92171
AUM
$440M
Regulatory assets under management
Employees
8
1,210 client accounts
Services offered by SHAKESPEARE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SHAKESPEARE WEALTH MANAGEMENT, LLC →
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05

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 at SHAKESPEARE WEALTH MANAGEMENT, LLC

Kevin Michael Reardon
PEWAUKEE, WI
Nicholas Andrew Ziarek
PEWAUKEE, WI

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Research
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