Brian Ellenbecker
Brian Ellenbecker is a CFP-designated registered investment advisor at Shakespeare Wealth Management, LLC, based in Pewaukee, WI, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 312 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees may be negotiable based on asset level, account complexity, and specific client requirements. Clients utilizing a sub-adviser platform will incur additional sub-adviser fees.
Fee Estimator
Contact
Brian Ellenbecker
Location
N22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI, 53072
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is a board member of the Milwaukee Tennis & Education Foundation since 2022. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Shakespeare Wealth Management, LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Vision Investment Services, INC.Broker
Eagle Strategies CORP
Nylife Securities INC.Broker
Strong Capital Management INC
Strong Investments, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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