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Shakespeare Wealth Management, LLCFinancial advisor in Oconomowoc, WI

Shakespeare Wealth Management, LLC is a financial advisor at Edgewater Dr Ste 101, Pewaukee, WI 53072, ranked #28 of 141 financial advisors in Oconomowoc and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Oconomowoc, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 814-1600Website ↗

Key facts

Key facts about Shakespeare Wealth Management, LLC
AddressEdgewater Dr Ste 101, Pewaukee, WI 53072, Oconomowoc, WIGet directions
Phone(262) 814-1600
Websiteshakespearewm.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Oconomowoc and 11 towns within 25 miles: Waukesha, Sussex, Brookfield, New Berlin, Menomonee Falls, Muskego, Richfield, Wauwatosa, Germantown, West Allis and Greenfield.

Based in Oconomowoc, WIView on map

Opening hours

Opening hours for Shakespeare Wealth Management, LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Shakespeare Wealth Management, LLC

How is Shakespeare Wealth Management, LLC ranked in Oconomowoc?

Shakespeare Wealth Management, LLC is ranked #28 of 141 financial advisors in Oconomowoc by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Shakespeare Wealth Management, LLC’s hours?

Shakespeare Wealth Management, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Shakespeare Wealth Management, LLC serve?

Serves Oconomowoc and 11 towns within 25 miles: Waukesha, Sussex, Brookfield, New Berlin, Menomonee Falls, Muskego, Richfield, Wauwatosa, Germantown, West Allis and Greenfield. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Shakespeare Wealth Management, LLC?

Shakespeare Wealth Management, LLC has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Shakespeare Wealth Management, LLC?

Call Shakespeare Wealth Management, LLC on (262) 814-1600. The business is at Edgewater Dr Ste 101, Pewaukee, WI 53072, Oconomowoc, WI. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Shakespeare Wealth Management, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Shakespeare Wealth Management, LLC (this business)—655.0 (4)NoNo
BMO Bank N.A Branches#26652.7 (26)YesNo8.3 mi
Associated Bank#27653.0 (10)YesNo8.6 mi
Third Coast Advisors#29643.6 (5)NoNo3.4 mi

See all 141 ranked financial advisors in Oconomowoc