Kevin M. Reardon, CFP^®

President

Shakespeare Wealth Management, LLC

N22 W27847 Edgewater Drive, Suite 101
Pewaukee, WI 53072

FINANCIAL ADVISOR'S WEBSITE

https://www.ShakespeareWM.com

(262) 814-1600 CONNECT WITH Kevin

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

My Links

Shakespeare Website

General

Kevin Reardon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Shakespeare Wealth Management, LLC in Pewaukee, WI and the surrounding communities.

Financial Advisor Overview

Our goal is to form a strong relationship with each of our clients. This relationship is what makes Shakespeare different from other Milwaukee Financial Advisors. We provide you with fiduciary advice after finding what drives you, what inspires you, and what you feel you deserve in your life. We hope this relationship is equally important to you. We are not just your Financial Planner; we are your partner. We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more.We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more. We walk with our clients into the future, committing to serve them until their life goals are accomplished. Our strong commitment keeps us focused on making the best possible decisions at every juncture. To learn more, visit us at https://www.shakespearewm.com/about-us/

Financial Advisor Experience

Shakespeare Wealth Management, LLC is a Fee-Only Advisor with over 80 years of experience serving high net worth families in Lake Country, Wisconsin. Dedicated to the creation, preservation and distribution of our clients’ wealth, we care about their success and well being. Our goal is to form a strong relationship with each of our clients. This relationship is what makes Shakespeare different from other Financial Advisors. We provide fiduciary advice after finding what drives you, what inspires you, and what you feel you deserve in your life. We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more. We walk with our clients into the future, committing to serve them until their life goals are accomplished. Our strong commitment keeps us focused on making the best possible decisions at every juncture. To learn more, visit us at https://www.shakespearewm.com/about-us/

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - NAPFA - National Ass. of Personal Fin. Adv

Insurance Licenses

Life insurance: WI
Health/disability insurance: WI

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Personal Taxes