Kevin Reardon
Shakespeare Wealth Management · Pewaukee, Wisconsin
Kevin Reardon 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 TX, WI · CRD 2258277 |
| Exams passed | Series 63 (1992) · Series 65 (1993) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.shakespeareinvestments.com |
How Kevin'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 Kevin
Is Kevin Reardon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Shakespeare Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kevin Reardon based?
Kevin Reardon is based in Pewaukee, Wisconsin.
What credentials does Kevin Reardon hold?
Kevin Reardon holds the CFP credential.
Is Kevin Reardon registered with the SEC?
Yes. Kevin Reardon is registered as an investment adviser representative in TX and WI (CRD 2258277), 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 Kevin Reardon?
Through Kevin'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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