Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Bulen is a financial advisor at Shakespeare Wealth Management, LLC. Andrea has been in the industry since June 2004. Andrea is registered with the state of Wisconsin and is a Certified Financial Planner. Andrea specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. Andrea's firm serves a variety of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
07/04/2013 - Present
Shakespeare Wealth Management, LLC (PEWAUKEE WI)
Active
Inactive
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