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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Ellenbecker is a financial advisor registered with the state of Wisconsin, offering investment advisory services through Shakespeare Wealth Management, LLC. Brian has been in the industry since 2000, holding licenses and certifications including the Series 63 and 65, along with the SIE and Series 7. Prior to joining Shakespeare Wealth Management, LLC in 2020, Brian worked for ROBERT W. BAIRD & CO. INCORPORATED. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning services to individuals and families, retirement planning, and college savings. Brian is also a board member for the Milwaukee Tennis & Education Foundation.
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
02/10/2020 - Present
Shakespeare Wealth Management, LLC (PEWAUKEE WI)
WI
03/09/2005 - 02/28/2020
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
12/08/2004 - 02/25/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
NY
06/16/2004 - 11/05/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
WI
07/28/2000 - 05/26/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 07/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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