# Andrea Bulen

> Andrea Bulen is a fee-only financial advisor at Shakespeare Wealth Management in Pewaukee, Wisconsin, who holds the CFP credential. Shakespeare Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/andrea-bulen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Shakespeare Wealth Management
- **Based in:** Pewaukee, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $641.9M across 1,871 accounts
- **Credentials:** CFP
- **CRD:** 5690724 (https://adviserinfo.sec.gov/individual/summary/5690724)
- **SEC registration:** Investment adviser representative in WI
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.shakespeareinvestments.com

## Frequently asked questions

### Is Andrea Bulen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrea holds no broker registration, and Shakespeare Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrea charge for financial advice?

Andrea's firm, Shakespeare Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Andrea Bulen based?

Andrea Bulen is based in Pewaukee, Wisconsin.

### What credentials does Andrea Bulen hold?

Andrea Bulen holds the CFP credential.

### Is Andrea Bulen registered with the SEC?

Yes. Andrea Bulen is registered as an investment adviser representative in WI (CRD 5690724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shakespeare Wealth Management manage?

Shakespeare Wealth Management reports $641.9M across 1,871 accounts in assets under management.

### How do I contact Andrea Bulen?

Through Andrea's website, www.shakespeareinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5690724): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.