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Current Employers
Shakespeare Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-07-19
WI RA APPROVED 1998-11-30
  • TX RA
    APPROVED
    Since 2016-07-19
  • WI RA
    APPROVED
    Since 1998-11-30

Branch Locations

N22W27847 Edgewater Drive Suite 101, Pewaukee, WI 53072 • United States

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, Inc. Pewaukee WI 01/1999 Present
  • 01/1999 → Present
    Shakespeare Wealth Management, Inc.
    Pewaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-09-23
S63 Uniform Securities Agent State Law Examination 1992-08-19
  • S65 Uniform Investment Adviser Law Examination
    1993-09-23
  • S63 Uniform Securities Agent State Law Examination
    1992-08-19
Designations
Other Names
  • Kevin Michael Readon

View on SEC IAPD

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