Andrea Bulen
Shakespeare Wealth Management · Pewaukee, Wisconsin
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.
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Facts
| Firm | Shakespeare Wealth Management |
|---|---|
| Based in | Pewaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $641.9M across 1,871 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 5690724 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.shakespeareinvestments.com |
How Andrea's firm compares
- Shakespeare Wealth Management's average account is about $343,000, from its Form ADV (assets managed divided by 1,871 accounts).
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Questions about Andrea
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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