President, partner and financial advisor, fee-only wealth-management firm · Shakespeare Wealth Management, LLC · Pewaukee, Wisconsin
Andrea Bulen, CFP®
Andrea Bulen (Andrea Margaret-Swansby Bulen), CFP®, president and partner at Pewaukee-based Shakespeare Wealth Management since January 2024. Distinct from founder/CEO Kevin Reardon (already covered on site in PEWAUKEE-PROS-10). Do not conflate sitting president/partner Bulen with founder Reardon—parallel to Karolek/Goetz at TLX.
Net worth
$2 million+
September 17, 2026
About
Andrea Bulen is president and partner at Shakespeare Wealth Management, the Pewaukee fee-only fiduciary firm Kevin Reardon founded a quarter-century ago.
She became a CFP® in 2009, joined Shakespeare as an advisor in 2013, and was promoted to president and partner on January 2, 2024, as the firm marked its 25th anniversary.
Shakespeare focuses on high-net-worth households with investable assets of $1 million or more from its Pewaukee office. Reardon publicly credited Bulen’s evolving leadership with helping the firm navigate markets, technology and day-to-day management while she continues active client work. She is a member of the Financial Planning Association, NAPFA and the Fee Only Network.
Bulen is a distinct equity partner and sitting president with her own dated promotion announcement—not a second pass at the founder. When the desk wants Shakespeare’s operating president rather than another profile of Reardon, she is the clear principal for this Pewaukee wealth-management chapter.
Companies and affiliations
- Shakespeare Wealth Management, LLC
Notable facts
BizTimes reported Bulen’s January 2024 appointment as president and partner of Pewaukee-based Shakespeare Wealth Management; she has been a CFP® since 2009 and an advisor at the firm since 2013.
Shakespeare’s press release announces the presidency, quotes founder/CEO Kevin Reardon, and notes she resides in Merton, WI.
Shakespeare’s team page lists Andrea Bulen, CFP® as president and financial advisor at the firm’s Pewaukee office.
What questions can this profile answer
- What makes Andrea Bulen, CFP® notable?
- Andrea Bulen is president and partner at Shakespeare Wealth Management, the Pewaukee fee-only fiduciary firm Kevin Reardon founded a quarter-century ago. She became a CFP® in 2009, joined Shakespeare as an advisor in 2013, and was promoted to president and partner on January 2, 2024, as the firm marked its 25th…
- What is Andrea Bulen, CFP®'s estimated net worth?
- Andrea Bulen, CFP®'s estimated net worth is $2 million+ as of 2026-09-17.