Ryan Rink
Shakespeare Wealth Management · Pewaukee, Wisconsin
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.
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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 · ChFC |
| SEC registration | Investment adviser representative in WI · CRD 6643362 |
| Exams passed | Series 63 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.shakespeareinvestments.com |
How Ryan'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 Ryan
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.
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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