SHAKESPEARE WEALTH MANAGEMENT, LLC

Tel: 262-814-1600 N22 W27847 Edgewater Drive Suite 101 Pewaukee, Wisconsin 53072

About SHAKESPEARE WEALTH MANAGEMENT, LLC

SHAKESPEARE WEALTH MANAGEMENT, LLC is a Pewaukee, Wisconsin based financial advisory firm with nearly $440,165,589 in assets under management and provides investment advisory services for 1210 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

111950

Firm SEC#:

801-92171

Assets Under Management:

$440,165,589

No. of Clients:

1210

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals and newsletters, Education seminars/workshops

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Wisconsin?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Wisconsin, Pewaukee