SHAKESPEARE WEALTH MANAGEMENT, LLC
CRD #111950 SEC #801-92171 PEWAUKEE, WI 262-814-1600
SEC Registered
Total AUM
$512.5M
Discretionary
$512.5M
Employees
9
Clients
251
Accounts
1,328
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HINTZ, BRITTANY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HINTZ, BRITTANY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HINTZ, BRITTANY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HINTZ, BRITTANY | I | CHIEF COMPLIANCE OFFICER | NA | |
| REARDON, KEVIN, MICHAEL | I | FOUNDER & CHIEF EXECUTIVE OFFICER | NA | Control |
| REARDON, KEVIN, MICHAEL | I | FOUNDER & CHIEF EXECUTIVE OFFICER | NA | Control |
| REARDON, KEVIN, MICHAEL | I | FOUNDER & CHIEF EXECUTIVE OFFICER | NA | Control |
| Wiedmeyer, Brittany | I | PARTNER & BUSINESS OPERATIONS MANAGER | NA | |
| Wiedmeyer, Brittany | I | PARTNER & BUSINESS OPERATIONS MANAGER | NA | |
| Wiedmeyer, Brittany | I | PARTNER & BUSINESS OPERATIONS MANAGER | NA | |
| Wiedmeyer, Brittany | I | PARTNER & BUSINESS OPERATIONS MANAGER | NA | |
| Wiedmeyer, Brittany | I | CHIEF COMPLIANCE OFFICER | NA | |
| Wiedmeyer, Brittany | I | CHIEF COMPLIANCE OFFICER | NA | |
| Wiedmeyer, Brittany | I | PARTNER & BUSINESS OPERATIONS MANAGER | NA | |
| Wiedmeyer, Brittany | I | CHIEF COMPLIANCE OFFICER | NA | |
| Wiedmeyer, Brittany | I | PARTNER & BUSINESS OPERATIONS MANAGER | NA | |
| Wiedmeyer, Brittany | I | PARTNER & BUSINESS OPERATIONS MANAGER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| ZIAREK, NICHOLAS, ANDREW | I | PARTNER & FINANCIAL ADVISER | NA | |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REARDON, KEVIN, MICHAEL | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| SHAKESPEARE HOLDINGS, INC. | DE | OWNER | E | Control |
| SHAKESPEARE HOLDINGS, INC. | DE | OWNER | E | Control |
| SHAKESPEARE HOLDINGS, INC. | DE | OWNER | E | Control |
| BULEN, ANDREA, MARGARET-SWANSBY | I | FINANCIAL PLANNER / SHAREHOLDER | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | FINANCIAL PLANNER / SHAREHOLDER | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | FINANCIAL PLANNER / SHAREHOLDER | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | FINANCIAL PLANNER / SHAREHOLDER | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | FINANCIAL PLANNER / SHAREHOLDER | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | FINANCIAL PLANNER / SHAREHOLDER | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | FINANCIAL PLANNER / SHAREHOLDER | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | PRESIDENT | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | PRESIDENT | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | FINANCIAL PLANNER / SHAREHOLDER | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | PRESIDENT | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | FINANCIAL PLANNER / SHAREHOLDER | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | FINANCIAL PLANNER / SHAREHOLDER | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | PRESIDENT | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | PRESIDENT | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | PRESIDENT | B | |
| BULEN, ANDREA, MARGARET-SWANSBY | I | PRESIDENT | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| REARDON, KEVIN, MICHAEL | I | SHAKESPEARE HOLDINGS, INC. | E | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (6)
FL IL NH SC TX WI
Address
N22 W27847 EDGEWATER DRIVESUITE 101
PEWAUKEE, WI 53072
United States
Phone: 262-814-1600