Brian Ellenbecker
Shakespeare Wealth Management · Pewaukee, Wisconsin
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.
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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 4210198 |
| Exams passed | Series 63 (2000) · Series 65 (2002) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.shakespeareinvestments.com |
How Brian'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 Brian
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.
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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