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Financial ADVSR advisor directory · SEC adviser records

Shakespeare Wealth Management, LLC financial advisors in Pewaukee, WI

Every SEC-registered investment adviser representative at a Shakespeare Wealth Management, LLC office in Pewaukee, A to Z.

The short answer

4 registered advisors work at Shakespeare Wealth Management, LLC in Pewaukee, out of 4 at the firm nationwide; it ranks number 7 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Shakespeare Wealth Management, LLC advisors in Pewaukee, A to Z

Every Shakespeare Wealth Management, LLC advisor →

Shakespeare Wealth Management, LLC advisors in every city and state →Shakespeare Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Pewaukee

All Pewaukee advisors →

Aspiriant, LLC 6Fortress Planning Group 5Edward Jones 4Lasalle Investment Advisors, Inc. 4Osaic Wealth, Inc. 4Park Avenue Securities LLC 4

Questions

How many financial advisors does Shakespeare Wealth Management, LLC have in Pewaukee?

4 investment adviser representatives are registered at Shakespeare Wealth Management, LLC offices in Pewaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Shakespeare Wealth Management, LLC one of the largest advisor employers in Pewaukee?

Shakespeare Wealth Management, LLC ranks number 7 in Pewaukee by registered advisors; Aspiriant, LLC has the most, with 6.

How do I check a Shakespeare Wealth Management, LLC advisor in Pewaukee?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Shakespeare Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.