# MICHAEL LEO SHEA

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTHPLAN INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/311364) | 2023-11-08 | present | Yes |
| [WEALTHPLAN PARTNERS](https://search.stillhousedata.com/firm/158935) | 2014-11-03 | 2015-11-30 | — |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2013-09-16 | 2014-05-14 | — |
| [ALPHA FIDUCIARY, INC.](https://search.stillhousedata.com/firm/144720) | 2010-11-16 | 2013-08-12 | — |
| [OPTIMUM INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/105182) | 2005-03-28 | 2007-02-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4863905)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4863905.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.