Shakespeare Wealth Management, LLC

CRD 111950 · Pewaukee, WI · $641.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 111950
SEC number: 801-92171
Firm type: RIA
Assets under management: $641.9M as of Apr 23, 2026
Website: www.shakespeareinvestments.com ↗
Phone: 262-814-1600
Address: N22 W27847 Edgewater Drive, Pewaukee, WI, 53072

Advisors at this firm

6 in our index · page 1 of 1

Andrea Margaret-Swansby BulenCRD 5690724 · Pewaukee, WI

IA Registered
Isaac Sullivan CharpentierCRD 8160440 · Pewaukee, WI

IA Registered
Brian John EllenbeckerCRD 4210198 · Pewaukee, WI

IA RegisteredRegistration inactive
Kevin Michael ReardonCRD 2258277 · Pewaukee, WI

IA Registered
Ryan Robert RinkCRD 6643362 · Pewaukee, WI

IA RegisteredRegistration inactive
Nicholas Andrew ZiarekCRD 4857560 · Pewaukee, WI

IA Registered

Source & corrections

Where this page comes from

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