LeadIQ logo
Learn more at LeadIQ.com
Shakespeare Wealth Management, LLC logo

Shakespeare Wealth Management, LLC Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Shakespeare Wealth Management, LLC is a financial services firm based in Pewaukee, Wisconsin, that provides fee-only financial planning and fiduciary advisory services for high net worth families. With a focus on the creation, preservation, and distribution of wealth, the firm emphasizes a relationship-driven approach and collaborates as a team to serve clients with investable assets of $1 million or more. The company highlights its long-standing experience and commitment to guiding clients through goal-focused decisions, aiming to support clients’ life objectives over time. Recent leadership changes include the promotion of Andrea Bulen to president, reflecting ongoing leadership development within the firm.

Find Shakespeare Wealth Management, LLC employees' phone numbers or email addresses

Shakespeare Wealth Management, LLC Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Shakespeare Wealth Management, LLC's Leadership

  • Stylized image of a person
    B. E.
    Partner And Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. A.
    Marketing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C.
    Operations Assistant
    Phone icon
    Mobile Phone

Shakespeare Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Shakespeare Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. E.
    Partner And Financial Advisor
    Phone icon
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    L. A.
    Marketing Director
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    K. C.
    Operations Assistant
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Shakespeare Wealth Management, LLC known for?

Minus sign iconPlus sign iconShakespeare Wealth Management, LLC was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-262-814-****
. Explore Shakespeare Wealth Management, LLC's company overview page for more information.

What is Shakespeare Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconShakespeare Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shakespeare Wealth Management, LLC email formats with LeadIQ.

How many employees does Shakespeare Wealth Management, LLC have currently?

Minus sign iconPlus sign iconShakespeare Wealth Management, LLC has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Shakespeare Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Shakespeare Wealth Management, LLC's key employees include:

  • Partner And Financial Advisor: B. E.
  • Marketing Director: L. A.
  • Operations Assistant: K. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.