Unclaimed Profile

Nicholas Andrew Ziarek

SHAKESPEARE WEALTH MANAGEMENT, LLC·PEWAUKEE, Wisconsin

Series 7, Series 63Clean record14 years registeredSHAKESPEARE WEALTH MANAGEMENT, LLC

N22 W27847 EDGEWATER DRIVE, PEWAUKEE, WI 53072CRD# 4857560Firm CRD# 111950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas Andrew Ziarek · PEWAUKEE, WI

Registration

CRD #4857560 · SHAKESPEARE WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

SHAKESPEARE WEALTH MANAGEMENT, LLC

Jan 2018 – present

PJS INVESTMENT MANAGEMENT

Nov 2013 – Jan 2018

CEDARBURG, WI

PAULAHOGAN

Apr 2012 – Sep 2013

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 25, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHAKESPEARE WEALTH MANAGEMENT, LLC

CRD 111950 · SEC 801-92171

AUM

$440M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Nicholas Andrew Ziarek offer?

Nicholas Andrew Ziarek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEWAUKEE, Wisconsin for a consultation.

What are Nicholas Andrew Ziarek's credentials?

Nicholas Andrew Ziarek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas Andrew Ziarek located?

Nicholas Andrew Ziarek 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 Nicholas Andrew Ziarek charge for services?

Nicholas Andrew Ziarek'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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