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Ryan Robert Rink

Shakespeare Wealth Management, LLC

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About Ryan Robert Rink

Ryan Rink is a financial advisor at Shakespeare Wealth Management, LLC, a firm based in Pewaukee, Wisconsin. Ryan Rink has over 5 years of experience in the financial services industry. Ryan Rink holds the Series 6, 7, and 63 licenses, as well as the SIE. Ryan Rink is also a Certified Financial Planner™ and a Chartered Financial Consultant. Shakespeare Wealth Management, LLC provides financial planning and portfolio management services to individuals and businesses.

Firm Information

Ryan Rink 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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Ryan Rink’s Registration & Firm History

WI

11/07/2019 - Present

Shakespeare Wealth Management, LLC (PEWAUKEE WI)

WI

02/28/2017 - 11/06/2019

WOODBURY FINANCIAL SERVICES, INC. (WEST BEND WI)

WI

06/16/2016 - 03/02/2017

THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)

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Licenses & Designations

BC

Issued 07/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/16/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Robert Rink.
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