Andrea Bulen is a CFP-designated registered investment advisor at Shakespeare Wealth Management, LLC, based in Pewaukee, WI, with 16 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 280 clients with $510M 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 in certain limited circumstances.
Fee Estimator
Contact
Andrea Bulen
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 →Employment History
Current Registrations
Shakespeare Wealth Management, LLC
Previous Registrations
Paulahogan
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
Additional Information
Andrea views herself and her colleagues at Shakespeare as more than just “financial planners;” they’re advisors tasked with guiding clients to security, fulfillment, and happiness. Because she understands the gravity of her role, Andrea prefers to get to know each client and their story before identifying and prioritizing their financial goals. This intimate process allows her to plan for her clients’ every life adventure, as well as for their future legacy.