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RIA / WealthAdvisorCertified Financial Planner26 years in industry

BRIAN JOHN ELLENBECKER

Advisor at SHAKESPEARE WEALTH MANAGEMENT, LLC

PEWAUKEE, WI

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Search this name across graphsid dfx:ria:926adccc-83f4-e1a4-d735-0bc1ae8437cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 6, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SHAKESPEARE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 4, 2000
First registration: Aug 6, 2002
Dual registered: no
IAPD individual key: 4210198

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SHAKESPEARE WEALTH MANAGEMENT, LLC	Independent wealth	Feb 10, 2020	n/a	yes	PEWAUKEE, WI	Current employment
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Mar 9, 2005	Feb 28, 2020	no	MILWAUKEE, WI\|MILWAUKEE, WI\|MILWAUKEE, WI	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Sep 7, 2004	Nov 5, 2004	no	MADISON, WI	Previous registration
STRONG CAPITAL MANAGEMENT INC	n/a	Aug 6, 2002	May 26, 2004	no	MENOMONEE FALLS, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ROBERT W. BAIRD & CO. INCORPORATED	SHAKESPEARE WEALTH MANAGEMENT, LLC	Feb 28, 2020	Feb 10, 2020	-18	Firm change	RIA to RIA
EAGLE STRATEGIES LLC	ROBERT W. BAIRD & CO. INCORPORATED	Nov 5, 2004	Mar 9, 2005	124	Firm change	Other
STRONG CAPITAL MANAGEMENT INC	EAGLE STRATEGIES LLC	May 26, 2004	Sep 7, 2004	104	Firm change	Other

Relationships

Registered with (4)

→ SHAKESPEARE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 10, 2020 to presentfactForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Mar 9, 2005 to Feb 28, 2020factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Sep 7, 2004 to Nov 5, 2004factForm ADV
→ STRONG CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Aug 6, 2002 to May 26, 2004factForm ADV

Dated events

No dated event names this entity yet.