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
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |