Andrea
Bulen
Shakespeare Wealth Management, LLC
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About this Advisor
Andrea Bulen is a certified financial planner who works in Pewaukee, Wisconsin who has 10 years of industry experience. Bulen works at Shakespeare Wealth Management, LLC. They have been with Shakespeare Wealth Management, Llc for their entire career. Bulen can operate in Wisconsin. Shakespeare Wealth Management, LLC is an advisory company operating out of Pewaukee, WI. It administers $365 million in assets under management across its 1,233 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,233 accounts, 60% belong to high-net-worth individuals who have greater than $1 million in assets. Shakespeare Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on which service is offered. Fees billed by Shakespeare Wealth Management, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shakespeare Wealth Management, LLC Brokerage Details
$365,444,265
7
1,233
$296,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrea Bulen Work History
Andrea has been registered as a financial advisor for 10 years.*
Hogan Financial Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrea Bulen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shakespeare Wealth Management, LLC
Pewaukee, WI
Pewaukee, WI
Pewaukee, WI
Pewaukee, WI
Pewaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
