Christopher Shea (CRD# 705690) is an Investment Advisor Representative working at Intrinsic Investors LLC in Wauwatosa, WI and has over 44 years of experience in the finance industry. Christopher Shea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intrinsic Investors LLC | Wauwatosa, WI | Feb 2000 - Current | 24 |
| Commonwealth Equity Services | Waltham, MA | Dec 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1980 |
- WI
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts406ACCOUNTS
-
Average Account Value$304,663
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, WI
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