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Kevin Michael Reardon

Shakespeare Wealth Management, LLC

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About Kevin Michael Reardon

Kevin Michael Reardon is a financial advisor with over 25 years of experience. Kevin is registered to provide investment advice in Texas and Wisconsin. Kevin is a Certified Financial Planner and currently works at Shakespeare Wealth Management, LLC, which has offices in Pewaukee, Wisconsin. The firm provides a range of financial services, including financial planning, portfolio management, and educational seminars.

Firm Information

Kevin Reardon is currently registered with Shakespeare Wealth Management, LLC. Shakespeare Wealth Management, LLC is an investment advisor headquartered in Pewaukee, Wisconsin. The firm provides financial planning, educational seminars, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $440,165,589 in assets for 1,210 clients.
Shakespeare Wealth Management, LLC

N22 W27847 EDGEWATER DRIVE

PEWAUKEE, WI 53072

$440.17M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Reardon’s Registration & Firm History

WI

11/30/1998 - Present

Shakespeare Wealth Management, LLC (PEWAUKEE WI)

CO

10/09/1997 - 06/03/1998

INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)

NY

08/12/1992 - 10/09/1995

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/23/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Michael Reardon.
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