SHAKESPEARE WEALTH MANAGEMENT, LLC of PEWAUKEE, WI is an SEC-registered investment adviser (CRD 111950). Regulatory assets under management: $641.9M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |