SHAKESPEARE WEALTH MANAGEMENT, LLC
Pewaukee, WI
AUM
$641.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
262-814-1600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WI, PEWAUKEE
4 advisers found
FORTRESS PLANNING GROUP
Pewaukee, WI
AUM
$345.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
262-264-5838
FIDUCIAONE
Pewaukee, WI
AUM
$35.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
262-465-6877
LASALLE INVESTMENT ADVISORS, INC.
Pewaukee, WI
AUM
$133.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
262-650-1099
Full profileNo website