Andrea Margaret-swansby Bulen
Investment adviser representative at Shakespeare Wealth Management, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
22 years in the industry.
- Shakespeare Wealth Management, LLCJul 2013 to now
- Hogan Financial Management, LLCJun 2004 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 5690724
- Firm CRD
- 111950