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Christopher Maxime Shea

Wealthplan Investment Management LLC

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About Christopher Maxime Shea

Christopher Maxime Shea is a financial advisor registered with WealthPlan Investment Management LLC. Christopher has been in the financial industry for over 20 years and holds the Chartered Financial Analyst designation. Christopher provides investment advice and portfolio management services to individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. In addition to his role at WealthPlan Investment Management, Christopher is also the owner of SHEA, LLC, a holding company. Christopher is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Christopher Shea is currently registered with Wealthplan Investment Management LLC. Wealthplan Investment Management LLC is a registered investment adviser based in Omaha, NE. The firm provides financial planning, pension consulting, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Wealthplan also offers outsourced CIO services and broker consulting. The firm has approximately $989 million in regulatory assets under management.
Wealthplan Investment Management LLC

101 S 108TH AVE

OMAHA, NE 68154

$988.87M

Assets Under Management

306

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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turnkey asset management provider platform & consulting, outsourced cio services and broker consulting

Turnkey asset management provider platform & consulting, outsourced cio services and broker consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Shea’s Registration & Firm History

CT

10/15/2024 - Present

Wealthplan Investment Management LLC (Old Greenwich CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Maxime Shea.
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