A complete list of active advisors currently associated with Shakespeare Wealth Management, LLC

Warmer can help you find a great advisor at Shakespeare Wealth Management, LLC or one who fits your needs even better.

Shakespeare Wealth Management serves individuals (including high-net-worth clients) and corporate entities, managing roughly $641.9 million across about 312 client accounts with a six-advisor team. The firm provides discretionary portfolio management and comprehensive financial planning, offering clients an online planning portal and regular performance reporting. Its investment approach is model-driven and allocation-focused, with portfolios constructed along risk profiles (examples range from a conservative 50/50 to an aggressive 90/10) and rebalanced when predetermined volatility bands are breached. Shakespeare emphasizes diversified holdings in mutual funds and ETFs, tilts portfolios toward academic return factors such as small-cap and value, and may engage third‑party sub‑advisers to implement or supplement strategies while monitoring manager style and performance. Notably, the firm publishes client periodicals and distributes a newsletter, conducts educational seminars and workshops, and uses testimonials in its advertising—practices the brochure flags as uncommon among similar team firms. The brochure also discloses that Shakespeare hosts sponsored educational and social events and may be involved in private real estate investments in which principals have interests, with related conflicts disclosed to prospective investors.

To learn more about the advisors currently working at Shakespeare Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Andrea Bulen	Pewaukee, WI	17
Isaac Charpentier	Pewaukee, WI	1
Brian Ellenbecker	Pewaukee, WI	26
Kevin Reardon	Pewaukee, WI	27
Ryan Rink	Pewaukee, WI	10
Nicholas Ziarek	Pewaukee, WI	14

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