SHAKESPEARE WEALTH MANAGEMENT, LLC

PEWAUKEE, Wisconsin·4 registered advisors·CRD# 111950

SEC# 801-921710262-814-1600

01

Firm Overview

AUM

$440M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SHAKESPEARE WEALTH MANAGEMENT, LLC

4 registered advisors

Andrea Margaret-Swansby Bulen

PEWAUKEE, Wisconsin

PEWAUKEE, Wisconsin

Kevin Michael Reardon

PEWAUKEE, Wisconsin

Nicholas Andrew Ziarek

PEWAUKEE, Wisconsin

05

Office Locations

PEWAUKEE, Wisconsin

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Data sourced from SEC Form ADV filings. SHAKESPEARE WEALTH MANAGEMENT, LLC (CRD# 111950) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.