Ryan Rink, CFP<sup>&reg;</sup> - Financial Advisor

Ryan Rink, CFP®

Financial Advisor

Shakespeare Wealth Management, LLC

N22 W27847 Edgewater Drive, Suite 101
Pewaukee, WI 53072-5260
FINANCIAL ADVISOR'S WEBSITE
(262) 814-1600 CONNECT WITH Ryan
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General

Ryan Rink is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Shakespeare Wealth Management, LLC in Pewaukee, WI and the surrounding communities.

Financial Advisor Overview

Our goal is to form a strong relationship with each of our clients. This relationship is what makes Shakespeare different from other Milwaukee Financial Advisors. We provide you with fiduciary advice after finding what drives you, what inspires you, and what you feel you deserve in your life. We hope this relationship is equally important to you. We are not just your Financial Planner; we are your partner. We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more.We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more. We walk with our clients into the future, committing to serve them until their life goals are accomplished. Our strong commitment keeps us focused on making the best possible decisions at every juncture. To learn more, visit us at https://www.shakespearewm.com/about-us/

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Financial Advisor Experience

Partnering with, walking clients through the financial planning process, and seeing his clients achieve their financial aspirations is what provides Ryan with the greatest satisfaction. During his tenure in this field, he has been able to leverage his technical skill set to assist clients with the planning of their financial future. Ryan graduated from the University of Wisconsin-Madison with a Bachelor’s degree in Personal Finance. He underwent a rigorous course load through their CFP® Board-Registered Program, passed the CFP® exam in November 2018, and achieved official certification in September 2019. Additionally, he holds the Chartered Financial Consultant® (ChFC®) designation. He is an active member of the National Association of Personal Financial Planners (NAPFA), the Financial Planning Association (FPA) and the Fee Only Network. In his free time, he enjoys running, traveling, and spending time with friends and family. He is also a big Wisconsin Badgers basketball fan and was fortunate enough to attend the 2015 Final Four in Indianapolis to see the Badgers take down Kentucky. He makes it a priority to go to at least one game a year at the Kohl Center. FINANCIAL SPECIALTIES: Retirement Planning Insurance Strategies Charitable Planning

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources