Shakespeare Wealth Management Inc
Legal Name: SHAKESPEARE WEALTH MANAGEMENT, INC.
Full Contact Details
Shakespeare Wealth Management Inc
N22 W27847 EDGEWATER DRIVE, SUITE 101, PEWAUKEE, WI
262-814-1600
262-814-0600
Other Info
Shakespeare Wealth Management, legally recognized as SHAKESPEARE WEALTH MANAGEMENT, INC. and based in Wisconsin, is a small firm consisting of three employees, one of whom is an advisor. Although the number of clients they serve is unknown, the last reported status of the firm from the SEC indicates that it was approved on April 13, 2015.
Financial Advisor Milwaukee | Financial Planner Pewaukee | Lake Country
Advisors are fee-only, fiduciary, financial planners in Pewaukee, WI. Retirement planning for high net worth individuals in SE Wisconsin.
Financial Advisor Milwaukee | Financial Planner Pewaukee | Lake Country
Advisors are fee-only, fiduciary, financial planners in Pewaukee, WI. Retirement planning for high net worth individuals in SE Wisconsin.
Financial Advisor Milwaukee | Financial Planner Pewaukee | Lake Country
Advisors are fee-only, fiduciary, financial planners in Pewaukee, WI. Retirement planning for high net worth individuals in SE Wisconsin.
Direct Owners
-
KEVIN MICHAEL REARDON
PRESIDENT & CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
Top Holdings
- INVESCO EXCHANGE TRADED FD T $14,291k
- INVESCO EXCHANGE TRADED FD T $13,613k
- FIDELITY $11,529k
- WisdomTree International Equity (ETF) $8,132k
- VANGUARD INDEX FDS MCAP VL IDXVIP $8,053k
- ISHARES $7,833k
- WISDOMTREE TR $6,651k
- ISHARES $6,568k
- ISHARES INC $6,246k
- VANGUARD INDEX FDS SM CP VAL ETF $5,881k