Nick Ziarek
Partner and Financial Advisor
Shakespeare Wealth Management, LLC
Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Shakespeare Wealth Management provides comprehensive retirement planning, investment management, and tax planning to help business owners, retirees, and other high net worth individuals organize, grow and protect their assets through life’s transitions.
Shakespeare financial advisors are never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.
We form strong relationships with each of our clients and 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.

Get to Know Nick Ziarek
As a CERTIFIED FINANCIAL PLANNER™ and a financial advisor who has gained clients' trust for over 15 years, Nick is dedicated to achieving financial independence with every client. To Nick, financial planning is about working toward retirement and financial goals, while continuing to keep in mind a client’s ‘why’ and purpose in life. Financial success is when you are able to enjoy what is meaningful and chase your life’s mission.
Since the beginning of his career, Nick has understood that the only way to reach a client’s goals is to first get to know their story and what will make a difference in their life and in their family’s lives. This way, when faced with a unique challenge, he already knows the next steps to take with each individual’s situation and stay true to the legacy they are working to build.
Nick has a bachelor's degree from UW-Lacrosse. He has gained experience over the years working with a variety of high asset clients, as well as from his membership in the Fee Only Network, and serving as President of the board for the Financial Planning Association of Wisconsin (FPA).
When not in the office, Nick spends time with his wife and two children and volunteers as coach for his son’s soccer team. In the short summers you’ll find him on the golf course; and in the long winters you can find him at the local bowling alley.
Financial Specialties
- Retirement Income
- Investment Analysis
- Tax Planning
Financial Certifications
- CFP®
- CFA Charterholder
I Can Help You With:
- Retirement Income Planning
- Investment Analysis & Management
- Tax Planning
Ideal Clients:
- High-Net-Worth Individuals and Families
- At Least $1 Million in Investable Assets
- Preparing for Retirement or Recently Retired
- Recently Married or Divorced
- Death of a Loved One
- Selling a Business
- In Need of Inheritance Planning
- Complex Asset/Investment Situation
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Nick Ziarek's Designations and Affiliations
Nick Ziarek is a CFA® charterholder
Nick Ziarek is a Member of the CFA Institute
Nick Ziarek is a member of The Financial Planning Association® (FPA®)
Media Mentions and Industry Involvement
Nick Ziarek serves on the Board of the Financial Planning Association of Wisconsin
Nick Ziarek Serves as a Board Member for the CFA Society of Milwaukee
Nick Ziarek is Featured in the Milwaukee Business Journal's People on the Move
Nick Ziarek is Mentioned by Cison: "Shakespeare Wealth Management adds new Financial Planner, Nick Ziarek, CFA, AIF®"
Nick Ziarek is Quoted in the Wall Street Journal: "Ultrashort Bond Funds Remain Popular"
Nick Ziarek is Featured in the Milwaukee Journal Sentinel
Office Locations
N22 W27847 Edgewater Dr., Suite 101 - Pewaukee, WI 53072