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Chief Investment Officer · Wealthplan Investment Management LLC

Christopher M. Shea

CRD 4244023 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealthplan Investment Management LLC, an SEC-registered wealth manager based in Omaha, NE with $2.2 billion in regulatory assets, lists Christopher M. Shea on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Christopher’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brent T. OmaraManaging Member & Chief Revenue Officer, Wealthplan Investment Management LLC
  • Wade C. BehlenManaging Member & Executive Vice President Retirement Plans, Wealthplan Investment Management LLC
  • Michael P. BrewerChief Executive Officer, Wealthplan Investment Management LLC
  • Sarah F. KennellyChief Operating Officer, Wealthplan Investment Management LLC
  • Mark T. LasswellChief Compliance Officer, Wealthplan Investment Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.