Nicholas Andrew Ziarek
Investment adviser representative at Shakespeare Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$641.9MFirm assets
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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
13 years in the industry.
- Shakespeare Wealth Management, LLCJan 2018 to now
- P.J. Schmidt Investment Management, Inc.Oct 2013 to Jan 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (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
- 4857560
- Firm CRD
- 111950