Kevin M. Reardon,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin M. Reardon, CFP®

President

Shakespeare Wealth Management, Inc.

N22W27847 Edgewater Dr, Ste 101
Pewaukee, WI 53072
FINANCIAL ADVISOR'S WEBSITE
(877) 814-1600
(262) 814-1600
CONNECT WITH Kevin
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General

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

Financial Advisor Overview

Shakespeare Wealth Management, Inc. is a Fee-Only Advisor dedicated to the creation, preservation, and distribution of our clients' wealth. We care about the success and well being of our clients. We walk with our client’s 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/

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Financial Advisor Experience

Kevin M. Reardon, CFP® founded Shakespeare Wealth Management, Inc. with the objective of providing Pure & Unbiased Financial Advice. We chose the name 'Shakespeare' because we believe the advice given to clients will withstand the test of time, and make a difference for generations to come. As a member of the National Association of Personal Financial Advisors (NAPFA), we are a Fee-Only financial advisor that adheres to the highest professional standards.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

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, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources