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Andrea Margaret-Swansby Bulen

Shakespeare Wealth Management, LLC

Pewaukee, WI

CRD 5690724

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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 2013-07-04
  • WI RA
    APPROVED
    Since 2013-07-04

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
Hogan Financial Management, Llc Milwaukee WI 06/2004 Present
  • 06/2004 → Present
    Hogan Financial Management, Llc
    Milwaukee, WI
Previous Registrations
  • 2009-07-13 → 2013-05-21
    Hogan Financial
    Milwaukee, WI
Designations
  • Certified Financial Planner
Other Names
  • Andrea Margaret Swansby

View on SEC IAPD

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Nearby Offices

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LASALLE INVESTMENT ADVISORS, INC. · PEWAUKEE, WI

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