MICHAEL LEO SHEA is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with WEALTHPLAN INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHPLAN INVESTMENT MANAGEMENT LLC | 2023-11-08 | present | Yes |
| WEALTHPLAN PARTNERS | 2014-11-03 | 2015-11-30 | — |
| CREATIVE PLANNING, LLC | 2013-09-16 | 2014-05-14 | — |
| ALPHA FIDUCIARY, INC. | 2010-11-16 | 2013-08-12 | — |
| OPTIMUM INVESTMENT ADVISORS, LLC | 2005-03-28 | 2007-02-28 | — |