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Brian John Ellenbecker

Shakespeare Wealth Management, LLC

Pewaukee, WI

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Current Employers
Shakespeare Wealth Management, Llc

N22 W27847 Edgewater Drive Suite 101, Pewaukee, WI 53072 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2020-02-10
  • WI RA
    APPROVED
    Since 2020-02-10

Branch Locations

N22 W27847 Edgewater Drive Suite 101, Pewaukee, WI 53072 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W Baird & Co Milwaukee WI 03/2005 02/2020
Shakespeare Wealth Management, Inc Pewaukee WI 02/2020 Present
  • 03/2005 → 02/2020
    Robert W Baird & Co
    Milwaukee, WI
  • 02/2020 → Present
    Shakespeare Wealth Management, Inc
    Pewaukee, WI
Previous Registrations
Other Businesses

Milwaukee Tennis & Education Foundation President Not Investment related Since 12/16/2022 Approx. 2 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-18
S63 Uniform Securities Agent State Law Examination 2000-08-04
  • S65 Uniform Investment Adviser Law Examination
    2002-07-18
  • S63 Uniform Securities Agent State Law Examination
    2000-08-04
Designations

View on SEC IAPD

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LASALLE INVESTMENT ADVISORS, INC.
MADISON PARTNERS
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

GREGORY NEBEL
MATTHEW WINTERS
DREW ALAN HEBBE
MARK ANDREW SMITH
KIERAN MICHAEL BIENEMAN
Susan Jakoblich
James Thomas Fitzgerald
JOHN MICHAEL FITZGERALD

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PEWAUKEE, WI
PARK AVENUE SECURITIES LLC · PEWAUKEE, WI
LASALLE INVESTMENT ADVISORS, INC. · PEWAUKEE, WI
MADISON PARTNERS · Pewaukee, WI
THRIVENT INVESTMENT MANAGEMENT INC. · PEWAUKEE, WI
OSAIC WEALTH, INC. · PEWAUKEE, WI
EDWARD JONES · PEWAUKEE, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Pewaukee, WI

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