Mary Katherine Sheahan
Investment adviser representative at Center for Financial Planning Inc
11 yearsExperience
1 stateRegistered in
$2BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Center for Financial Planning Inc.Feb 2026 to now
- Raymond James Financial Services, Inc.Apr 2025 to now
- Raymond James Financial Services Advisors, Inc.Apr 2025 to Feb 2026
- The Fiduciary AllianceMay 2023 to Apr 2025
- Ameriprise Financial Services, LLCJun 2020 to May 2023
- Lindamood-bell Learning ProcessesJun 2018 to Apr 2019
- Holy Name Catholic SchoolAug 2017 to Jun 2020
- St. Lucy Catholic ChurchSep 2016 to Sep 2017
- Divine Mercy Center - Servants of Jesus of the Divine MercyJan 2015 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Center for Financial Planning Inc
$2BAssets managed
1,496Clients
17Advisers
20 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
- 7278381
- Firm CRD
- 109599