Client Portal

Custodian Information

Charles Schwab & Co.

To Make Deposits:

Include Account # on Your Check and Mail to:

Charles Schwab and Co., Inc.
Attn:  West - Cashiering
PO Box 982603
El Paso, TX  79998-9952

You may also drop your deposit off at a local Schwab office.

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Our Team

Kevin Reardon, CFP®

Founder & President

Andrea Bulen, CFP®

Partner & Financial Advisor

Nick Ziarek, CFP® , CFA

Partner & Financial Advisor

Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®

Financial Advisor

Ryan Rink, CFP®, ChFC®, CLTC®

Financial Advisor

Client Testimonials

At Shakespeare, we’re always striving for improvement and to provide the most value to YOU.

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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260