Shakespeare Wealth Management, LLC

Kevin Reardon is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of experience in the financial services industry. He has been with Shakespeare Wealth Management, LLC since 1999, working as part of a four-advisor team in Pewaukee, WI. Shakespeare Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals and entities, including high net worth clients. The firm manages over $512 million in discretionary assets and employs a model asset-allocation approach using diversified mutual funds and ETFs, with a formal quarterly review process for sub-advisers and portfolio holdings.

Brian Ellenbecker is a CFP® with 25 years of industry experience, currently serving at Shakespeare Wealth Management, LLC since 2020. Prior to this, he spent 15 years at Robert W Baird & Co. He is also the president of the Milwaukee Tennis & Education Foundation. Shakespeare Wealth Management is a four-advisor firm managing over $512 million in discretionary assets, providing portfolio management, financial planning, and consulting services primarily to individuals and entities, including high net worth clients. The firm uses model asset-allocation portfolios with a focus on diversified mutual funds and ETFs, employs a formal quarterly review process for sub-advisers, and integrates financial planning without a separate fee.

Ryan Rink is a CFP® and ChFC® with nine years of experience in the financial services industry. He has worked at Shakespeare Wealth Management, LLC since 2019, following previous roles at Woodbury Financial Services, Thrivent Investment Management, and Thrivent Financial. Shakespeare Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, including high net worth clients, and entities. The firm uses model asset-allocation portfolios with a focus on diversified mutual funds and ETFs, employs a formal quarterly review process for sub-advisers, and manages over $512 million in discretionary assets with a four-advisor team.

Andrea Bulen is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. She is affiliated with Shakespeare Wealth Management, LLC, a four-advisor team based in Pewaukee, WI. Bulen has worked at Hogan Financial Management, LLC since 2004. Shakespeare Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, including high net worth clients, and entities. The firm uses model asset-allocation portfolios with a focus on diversified mutual funds and ETFs, employs third-party sub-advisers, and conducts regular performance reviews.

Nicholas Ziarek is a CFP®, CFA®, and Series 63-licensed advisor with 13 years of industry experience. He has worked at Shakespeare Wealth Management, LLC since 2018 and previously spent five years at P.J. Schmidt Investment Management, Inc. He serves on the advisory board for the UW-La Crosse Spellman Fund and holds leadership roles with the Financial Planning Association of Wisconsin, the CFA Society of Milwaukee, and the Wauwatosa Jr Trojans Baseball Club. Shakespeare Wealth Management is a four-advisor firm managing over $512 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services primarily to individuals and entities, utilizing model asset-allocation portfolios with a focus on diversified mutual funds and ETFs, and maintains a formal process for monitoring third-party sub-advisers.

Isaac Charpentier is a financial advisor at Shakespeare Wealth Management, LLC in Pewaukee, WI, holding a Series 65 designation. He joined the firm in 2025 and has prior experience at West Bend Insurance Company, Bank Five Nine, and Generac Power Systems. Shakespeare Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals and entities, managing over $512 million in discretionary assets with a four-advisor team. The firm uses model asset-allocation portfolios with a focus on diversified mutual funds and ETFs, employs third-party sub-advisers, and conducts formal quarterly reviews of manager performance.