# Shakespeare Wealth Management Shakespeare Wealth Management is a Bank / Wealth / Trust based in Pewaukee, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Pewaukee, United States - **Region:** North America - **Address:** N22 W27847 Edgewater Drive Suite 101, Pewaukee, WI 53072-5260, United States - **Founded:** 1998 - **Assets under management:** Undisclosed - **Website:** www.shakespearewm.com - **LinkedIn:** https://www.linkedin.com/company/shakespeare-wealth-management ## Regulatory record - **CRD number:** 111950 - **SEC file number:** 801-92171 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-04-23T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111950 ## About Shakespeare Wealth Management was founded in 1999 and operates from a single office in Pewaukee, Wisconsin. The firm is led by Kevin Reardon alongside a compact team of CERTIFIED FINANCIAL PLANNER™ practitioners — Andrea Bulen, Nick Ziarek, Brian Ellenbecker, and Ryan Rink — who collectively hold designations spanning the CFA, CIMA, AEP, CPWA, and ChFC marks. The firm is structured as a fee-only fiduciary, meaning compensation comes directly from client fees rather than product commissions or referral arrangements. The firm's strategy is built around comprehensive financial planning for individuals, families, and business owners who meet a $1 million minimum-investable-asset threshold. Core service lines include retirement planning, business-succession planning, tax planning, investment management, legacy planning, and specialized guidance for women navigating wealth transitions. The investment-management function is integrated directly into the financial plan rather than run as a standalone portfolio-construction exercise. Geographic coverage centers on Waukesha County and the broader Milwaukee–Lake Country region, with client relationships concentrated in Wisconsin. Shakespeare does not publicly disclose assets under management or total deployment figures. The advisory team consists of five named practitioners working within a team-based model — each client benefits from the collective expertise of the full group rather than a single-advisor silo. In 2025, the firm continued publishing regular client-facing content, including monthly planning tips and guest posts on topics such as college costs and cybersecurity risks for high-responsibility households, reinforcing an educational rather than transactional client relationship. Structurally, Shakespeare's differentiator lies in its deep specialization on a narrow client profile — high-net-worth Wisconsin households with complex planning needs — rather than scaling through national distribution. The firm's model couples an all-inclusive, ongoing planning mandate with a fiduciary fee-only structure, meaning every recommendation must meet the best-interest standard. This creates alignment that a commission-based or product-distribution firm cannot replicate for clients managing concentrated business-exit wealth or multi-generational legacy transfers. ## People - Kevin Reardon — Advisor, CFP® - Andrea Bulen — Advisor, CFP® - Nick Ziarek — Advisor, CFP®, CFA - Brian Ellenbecker — Advisor, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® - Ryan Rink — Advisor, CFP®, ChFC®, CLTC® ## Questions ### Who runs investment decisions at Shakespeare Wealth Management? The firm operates a team-based model where all five advisory practitioners — Kevin Reardon, Andrea Bulen, Nick Ziarek, Brian Ellenbecker, and Ryan Rink — collaborate on client strategies. Each advisor holds the CFP® designation, and several carry additional credentials including the CFA and CIMA marks. Investment management is integrated into the broader financial plan, so portfolio decisions are not carved out into a separate P&L or autonomous investment committee. ### Does the firm participate in fund commitments or direct deals? The firm's public disclosures do not reference private fund commitments, direct company investments, or alternative-asset deployment. Its described approach centers on financial planning and investment-management services implemented through the RIA structure, with no mention of venture, private-equity, or real-asset direct-deal programs. ### Which client segments does Shakespeare explicitly target? Shakespeare explicitly targets high-net-worth individuals and families with at least $1 million in investable assets. Within that segment, the firm highlights expertise for business owners planning a sale or succession, individuals navigating the death of a loved one, women managing wealth transitions, and professionals facing career changes. The firm does not serve mass-affluent or retail clients below its stated asset minimum. ### How does the firm address potential conflicts of interest given its fee-only fiduciary structure? Because Shakespeare is a fee-only RIA, it does not earn commissions from financial-product sales or third-party referral arrangements. The firm's fiduciary obligation, as disclosed in its Form ADV, requires that it act in the best interest of each client. This structure removes the incentive to recommend products that generate transaction-based compensation — a distinction the firm highlights in its marketing and client communications. ### Where are Shakespeare Wealth Management's clients located? The firm is headquartered in Pewaukee, Wisconsin, and serves clients primarily in Waukesha County and the broader Milwaukee–Lake Country area. Its marketing emphasizes in-person meetings and the value of a local financial advisor for high-net-worth households. The firm does not list additional offices or advertise a national client footprint. ## Related profiles - [Shaked Ventures](https://altss.com/profile/shaked-ventures) - [Shakti Ventures](https://altss.com/profile/shakti-ventures) --- Last updated: 2026-07-08T22:25:05.814Z Canonical page: https://altss.com/profile/shakespeare-wealth-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology