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Kevin Michael Reardon

SHAKESPEARE WEALTH MANAGEMENT, LLC·PEWAUKEE, Wisconsin
Series 7, Series 63, Series 65Clean record27 years registeredSHAKESPEARE WEALTH MANAGEMENT, LLC
N22 W27847 EDGEWATER DRIVE, PEWAUKEE, WI 53072CRD# 2258277Firm CRD# 111950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Michael Reardon · PEWAUKEE, WI
Registration
CRD #2258277 · SHAKESPEARE WEALTH MANAGEMENT, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

SHAKESPEARE WEALTH MANAGEMENT, LLC
Nov 1998 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 30, 1998
Years registered · 27
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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Frequently Asked Questions

What services does Kevin Michael Reardon offer?
Kevin Michael Reardon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEWAUKEE, Wisconsin for a consultation.
What are Kevin Michael Reardon's credentials?
Kevin Michael Reardon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Michael Reardon located?
Kevin Michael Reardon 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 Kevin Michael Reardon charge for services?
Kevin Michael Reardon'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

Andrea Margaret-Swansby Bulen
PEWAUKEE, WI
Nicholas Andrew Ziarek
PEWAUKEE, WI

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