Ryan R. Rink

SHAKESPEARE WEALTH MANAGEMENT

Pewaukee, WI 53072

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CRD#: 6643362

Professional summary

Ryan Robert Rink, CFP®, ChFC® is a registered financial advisor currently at SHAKESPEARE WEALTH MANAGEMENT, LLC located in Pewaukee, Wisconsin.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ryan has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Robert Rink's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

ChFC^®

Chartered Financial Consultant

Experience

Current

November 7, 2019 - Present

SHAKESPEARE WEALTH MANAGEMENT, LLC

Office #1: N22 W27847 Edgewater Drive Suite 101, Pewaukee, WI 53072

RIA

CRD#: 111950

Pewaukee, WI

Past

February 28, 2017 - November 6, 2019

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

WEST BEND, WI

Past

June 16, 2016 - March 2, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

APPLETON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SHAKESPEARE WEALTH MANAGEMENT, LLC

SHAKESPEARE INVESTMENT COUNSELORS, INC | SHAKESPEARE WEALTH MANAGEMENT, LLC | SHAKESPEARE WEALTH MANAGEMENT, INC.

CRD#: 111950 / SEC#: 801-92171

RIA

Registered Investment Advisory firm - (4/13/2015 Approved)

Wisconsin

Registered Investment Advisory firm - (5/12/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(11/7/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/1/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/26/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/16/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SHAKESPEARE WEALTH MANAGEMENT, LLC

SHAKESPEARE INVESTMENT COUNSELORS, INC | SHAKESPEARE WEALTH MANAGEMENT, LLC | SHAKESPEARE WEALTH MANAGEMENT, INC.

CRD#: 111950 / SEC#: 801-92171

RIA

Registered Investment Advisory firm - (4/13/2015 Approved)

Wisconsin

Registered Investment Advisory firm - (5/12/2015 Terminated)

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Contact information

Main Address

N22 W27847 Edgewater Drive Suite 101, Pewaukee, WI 53072

Mailing Address

Phone number

(262) 814-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHAKESPEARE WEALTH MANAGEMENT, LLC.® ADV 2A (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,328
AUM (Assets Under Management)	$ 512,457,248

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ryan R. Rink

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Robert Rink's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODBURY FINANCIAL SERVICES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

SHAKESPEARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/1/2016

SIE

Date: 10/1/2018

Series 7

Date: 6/26/2017

Series 6

Date: 6/16/2016

Current Firm

SHAKESPEARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHAKESPEARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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