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N22 W27847 Edgewater Drive Suite 101, Pewaukee, WI 53072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-09 |
Branch Locations
N22 W27847 Edgewater Drive Suite 101, Pewaukee, WI 53072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| P.J. Schmidt Investment Management, Inc. | Cedarburg | WI | 10/2013 | 01/2018 |
| Shakespeare Wealth Management, Llc | Pewaukee | WI | 01/2018 | Present |
UW-LA CROSSE SPELLMAN FUND ADVISORY BOARD FOR A STUDENT MANAGED INVESTMENT FUND AT UW-LA CROSSE ADVISORY BOARD MEMBER SINCE 12/2006 FPA OF WISCONSIN PROFESSIONAL MEMBERSHIP ORGANIZATION FOR FINANCIAL PLANNERS AND ASSOCIATED PARTIES BOARD MEMBER AND PRESIDENT SINCE 01/2017 NOT INVESTMENT RELATED CFA SOCIETY OF MILWAUKEE PROFESSIONAL MEMBERSHIP ORGANIZATION FOR CFA CHARTERHOLDERS IN THE MILWAUKEE AREA BOARD MEMBER SINCE 08/2021 NOT INVESTMENT RELATED WAUWATOSA JR TROJANS BASEBALL CLUB YOUTH BASEBALL LEAGUE FOR RESIDENTS OF THE WAUWATOSA WEST SCHOOL DISTRICT TEAM BOARD REPRESENTATIVE AND TREASURER OF THE CLUB SINCE 01/2022 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-11-12 |
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