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Nicholas Andrew Ziarek

SHAKESPEARE WEALTH MANAGEMENT, LLC·PEWAUKEE, Wisconsin
Unclaimed Profile
N22 W27847 EDGEWATER DRIVE, PEWAUKEE, WI 53072CRD# 4857560Firm CRD# 111950
01

About

Nicholas Andrew Ziarek 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# 4857560
Firm CRD# 111950
No disclosures on file
View on FINRA BrokerCheck →

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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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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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