Ryan Rink is a CFP, ChFC-designated registered investment advisor at Shakespeare Wealth Management, LLC, based in Pewaukee, WI, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, 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
Ryan Rink
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
Woodbury Financial Services, INC.Broker
Thrivent Investment Management 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
Additional Information
We specialize in working with successful individuals who prefer a personalized approach to their wealth management needs. We take a holistic approach to your financial situation, advising on issues including: tax planning, retirement planning, investment management, business succession, estate planning, risk management, charitable giving, and more. Shakespeare will serve as your contingency plan in the event you become sick or die prematurely to help your survivors manage the wealth you have worked hard to create. We step in and guide your family through difficult situations, and ensure your financial affairs are being handled properly. To see our corporate video visit https://www.shakespearewm.com/about-us/.