# SHAKESPEARE WEALTH MANAGEMENT, LLC

SHAKESPEARE WEALTH MANAGEMENT, LLC of PEWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 111950
- Type: SEC-registered investment adviser
- SEC file number: 801-92171
- Location: N22 W27847 EDGEWATER DRIVE, SUITE 101, PEWAUKEE, WI, 53072
- Phone: 262-814-1600
- Latest filing: 2026-07-01
- Regulatory AUM: $641.9M
- Discretionary AUM: $641.9M
- Clients: 9
- Accounts: 1,871

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Michael Reardon | FOUNDER & CHIEF EXECUTIVE OFFICER; OWNER | — |
| Andrea Margaret-Swansby Bulen | PRESIDENT | — |
| Nicholas Andrew Ziarek | PARTNER & FINANCIAL ADVISER | — |
| Brittany Hintz | CHIEF COMPLIANCE OFFICER | — |
| REARDON KEVIN MICHAEL | FOUNDER & CHIEF EXECUTIVE OFFICER; OWNER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BULEN ANDREA MARGARET-SWANSBY | FINANCIAL PLANNER / SHAREHOLDER; PRESIDENT | — |
| ZIAREK NICHOLAS ANDREW | PARTNER & FINANCIAL ADVISER | — |
| Wiedmeyer Brittany | CHIEF COMPLIANCE OFFICER; PARTNER & BUSINESS OPERATIONS MANAGER | — |
| HINTZ BRITTANY | CHIEF COMPLIANCE OFFICER | — |
| Ryan Robert Rink | FINANCIAL ADVISOR | — |
| Brian John Ellenbecker | FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111950/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111950/similar
- Related entities: https://search.stillhousedata.com/firm/111950/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111950

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.