# Ryan Rink

> Ryan Rink is a fee-only financial advisor at Shakespeare Wealth Management in Pewaukee, Wisconsin, who holds the CFP and ChFC credentials. Shakespeare Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/ryan-rink/
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, ChFC
- **CRD:** 6643362 (https://adviserinfo.sec.gov/individual/summary/6643362)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (2016)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.shakespeareinvestments.com

## Frequently asked questions

### Is Ryan Rink a fee-only financial advisor?

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

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

### Where is Ryan Rink based?

Ryan Rink is based in Pewaukee, Wisconsin.

### What credentials does Ryan Rink hold?

Ryan Rink holds the CFP and ChFC credentials.

### Is Ryan Rink registered with the SEC?

Yes. Ryan Rink is registered as an investment adviser representative in WI (CRD 6643362), 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 Ryan Rink?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6643362): 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.
