# Brian Ellenbecker

> Brian Ellenbecker 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/brian-ellenbecker/
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:** 4210198 (https://adviserinfo.sec.gov/individual/summary/4210198)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (2000), Series 65 (2002)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.shakespeareinvestments.com

## Frequently asked questions

### Is Brian Ellenbecker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?

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

### Where is Brian Ellenbecker based?

Brian Ellenbecker is based in Pewaukee, Wisconsin.

### What credentials does Brian Ellenbecker hold?

Brian Ellenbecker holds the CFP credential.

### Is Brian Ellenbecker registered with the SEC?

Yes. Brian Ellenbecker is registered as an investment adviser representative in WI (CRD 4210198), 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 Brian Ellenbecker?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4210198): 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.