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
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