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Isaac Sullivan Charpentier

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 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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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

More in Pewaukee, WI

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