Andrea Margaret-Swansby Bulen is listed as President at Shakespeare Wealth Management, LLC in Pewaukee, WI. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Shakespeare Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Andrea Margaret-Swansby Bulen work?
Andrea Margaret-Swansby Bulen is listed as President at Shakespeare Wealth Management, LLC on SEC Form ADV.
How much of Shakespeare Wealth Management, LLC does Andrea Margaret-Swansby Bulen own?
Form ADV reports a beneficial ownership band of 10-25%.