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Isaac Sullivan Charpentier

Shakespeare Wealth Management, LLC

Pewaukee, WI

CRD 8160440

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Employer firm

Shakespeare Wealth Management, LLC CRD 111950

$642M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Shakespeare Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-09-08
  • WI RA
    APPROVED
    Since 2025-09-08

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
Shakespeare Wealth Management, Llc Pewaukee WI 08/2025 Present
West Bend Insurance Company West Bend WI 06/2023 07/2025
Bank Five Nine Oconomowoc WI 12/2022 05/2023
University Of Wisconsin - Whitewater Whitewater WI 08/2019 05/2023
Generac Power Systems Waukesha WI 11/2021 05/2022
Sierra Trading Post Delafield WI 06/2018 11/2021
Peawaukee Golf Club Pewaukee WI 06/2017 11/2017
Student Delafield WI 08/2015 06/2019
  • 08/2025 → Present
    Shakespeare Wealth Management, Llc
    Pewaukee, WI
  • 06/2023 → 07/2025
    West Bend Insurance Company
    West Bend, WI
  • 12/2022 → 05/2023
    Bank Five Nine
    Oconomowoc, WI
  • 08/2019 → 05/2023
    University Of Wisconsin - Whitewater
    Whitewater, WI
  • 11/2021 → 05/2022
    Generac Power Systems
    Waukesha, WI
  • 06/2018 → 11/2021
    Sierra Trading Post
    Delafield, WI
  • 06/2017 → 11/2017
    Peawaukee Golf Club
    Pewaukee, WI
  • 08/2015 → 06/2019
    Student
    Delafield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-08-12

View on SEC IAPD

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Nearby Investors

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MATTHEW WINTERS
DREW ALAN HEBBE

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PEWAUKEE, WI
PARK AVENUE SECURITIES LLC · PEWAUKEE, WI
LASALLE INVESTMENT ADVISORS, INC. · PEWAUKEE, WI

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