CoverProfile

Kevin Reardon

Founder & CEO

Shakespeare Wealth Management LLC

United States, Wisconsin, Pewaukee

About Me

Kevin Reardon, CFP® has been helping high net worth clients achieve their financial goals for over 30 years. Developing a one-to-one relationship with clients is Kevin's unique skill and the reason he started Shakespeare Wealth Management. Placing an emphasis on developing close relationships is what allows him and his team to better help clients through key transition points in life, such as retirement, selling a business, losing a loved one, divorce or inheritance. He finds planning for and successfully guiding his clients through these moments rewarding; but finds the most reward in ensuring a client's legacy continues to bear fruit long after they're gone. Kevin graduated from Marquet

View more

Profile Information

Founder & CEO

Shakespeare Wealth Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Pewaukee

Wisconsin

United States

Aug 6, 2024

Work Experience

Shakespeare Wealth Management LLC

Founder & CEO
Jan 1999 - Present
Email: kevin@shakespearewm.com

You Might Like

DH
Dennis Hanson
Principal
Jamison Hanson
Profile Photo
Tim Lynch
Managing Member
Stonepine Capital Management (Private)
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc