Founder and CEO; CERTIFIED FINANCIAL PLANNER® · Shakespeare Wealth Management, LLC · Pewaukee, Wisconsin
Kevin Reardon
Kevin M. Reardon, CFP®, founder (1999) and CEO of Shakespeare Wealth Management in Pewaukee. Not other Kevin Reardons; firm is fee-only RIA serving clients with $1M+ investable assets.
Net worth
$8 million+
September 17, 2026
About
Kevin Reardon founded Shakespeare Wealth Management in Pewaukee in 1999 and now serves as founder and CEO of the fee-only fiduciary firm.
Shakespeare markets to high-net-worth households with at least $1 million to invest, emphasizing relationship-driven planning through retirement, business sales, inheritance, divorce, and legacy transitions.
A Marquette University graduate in finance and economics, Reardon earned the CFP® designation and previously served as president and chairman of the Financial Planning Association of Wisconsin. In January 2024 he elevated longtime advisor Andrea Bulen to president and partner as the firm marked its 25th anniversary, remaining CEO while she leads day-to-day presidential duties.
The firm's Pewaukee office anchors Shakespeare's Lake Country presence. Reardon is active with Jesuit Nation and St. Charles Church in Hartland, and firm materials note a 2017 Vistage Inspirational Leader of the Year award recognizing his community and client leadership.
Companies and affiliations
- Shakespeare Wealth Management, LLC
Notable facts
Shakespeare team page lists Kevin Reardon, CFP®, as Founder & CEO of the Pewaukee firm.
Firm bio: founded Shakespeare in 1999; Marquette finance/economics; former President and Chairman of FPA of Wisconsin.
BizTimes (Jan. 2, 2024): Reardon, as founder and CEO, announced Andrea Bulen's appointment as president and partner on the firm's 25th anniversary.
What questions can this profile answer
- What makes Kevin Reardon notable?
- Kevin Reardon founded Shakespeare Wealth Management in Pewaukee in 1999 and now serves as founder and CEO of the fee-only fiduciary firm. Shakespeare markets to high-net-worth households with at least $1 million to invest, emphasizing relationship-driven planning through retirement, business sales, inheritance,…
- What is Kevin Reardon's estimated net worth?
- Kevin Reardon's estimated net worth is $8 million+ as of 2026-09-17.