Kevin Michael Reardon
Investment adviser representative at Shakespeare Wealth Management, LLC
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$641.9MFirm assets
Are you Kevin Michael Reardon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Shakespeare Wealth Management, Inc.Nov 1998 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Shakespeare Wealth Management, LLC
$641.9MAssets managed
312Clients
6Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2258277
- Firm CRD
- 111950