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Christopher Maxime Shea

Chief Investment OfficerWealthplan Investment Management LLCCRD 4244023

About Christopher Maxime Shea

Christopher Maxime Shea is listed as Chief Investment Officer at Wealthplan Investment Management LLC in Omaha, NE. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Wealthplan Investment Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Christopher Maxime Shea work?

Christopher Maxime Shea is listed as Chief Investment Officer at Wealthplan Investment Management LLC on SEC Form ADV.

How much of Wealthplan Investment Management LLC does Christopher Maxime Shea own?

Form ADV reports a beneficial ownership band of Under 5%.

Wealthplan Investment Management LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2024
View Wealthplan Investment Management LLC →