Christopher Maxime Shea
Investment adviser representative at Wealthplan Investment Management LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wealthplan Investment Management LLCOct 2024 to now
- UnemployedJun 2024 to Sep 2024
- Wealthsource Partners, LLCMay 2019 to May 2024
- Skyview Investment Advisors, LLCSep 2018 to May 2019
- Catametrics Capital, LLCAug 2014 to Dec 2018
- Catametrics Management, LLCAug 2014 to Dec 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CT, NE).
Wealthplan Investment Management LLC
$2.2BAssets managed
2,145Clients
29Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4244023
- Firm CRD
- 311364