Shakespeare Wealth Management, Llc
- Regulatory AUM
- $642M
- Discretionary
- $642M
- Clients
- 312
- Avg AUM / client
- $2.1M
- Accounts
- 1,871
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 128 | $92.0M | 14.3% |
| High net worth individuals | 184 | $547M | 85.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $436K | 0.07% |
| Charitable organizations | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | Fewer than 5 clients | $2.7M | 0.42% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Foley & Lardner Llp Defined Contribution Retirement Plan Foley & Lardner Llp | 2024 | |
| Advocate Aurora Health 401(k) Plan Advocate Aurora Health, Inc | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Michael Reardon | Founder & Chief Executive Officer | CFP | Nov 1998 (28y) | ≈ 56.25% – 100% via Shakespeare Holdings, Inc. |
| Andrea Margaret Swansby Bulen | President | CFP | Jul 2013 (13y) | 10% – 25% |
| Nicholas Andrew Ziarek | Partner & Financial Adviser | CFP CFA | Jan 2018 (9y) | Less than 5% |
| Hintz, Brittany | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Ryan Robert Rink | Registered representative | CFP Chartered Financial Consultant | Nov 2019 (7y) | |
| Brian John Ellenbecker | Registered representative | CFP | Feb 2020 (6y) | |
| Isaac Sullivan Charpentier | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Shakespeare Holdings, Inc. | Owner | Nov 2020 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kevin Michael Reardon: 75% – 100% of Shakespeare Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Foley & Lardner Llp Defined Contribution Retirement Plan | Foley & Lardner Llp | 2,109 | $1.7B | 02/01/2024 |
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health, Inc | 83,445 | $10.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $626M (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗