LPL Financial
43yrs
Top 1% by experience in Wisconsin
47yrs
Christopher Paul Shea
Financial advisor at Intrinsic Investors
At a glance
Experience47 years (since 1980)
How that compares ?Top advisor by experience in Wauwatosa
Office1200 N Mayfair Rd; Suite 330, Wauwatosa, WI 53226
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Intrinsic Investors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Sep 2026 – nowCwm, LLCCurrent
- Jan 2026 – nowIntrinsic Investors LLCCurrent firm
- 2000 – 2002Intrinsic Investors LLCPreviously
Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Intrinsic Investors at 414-831-5700 and ask for Christopher Paul Shea. Christopher works from the Wauwatosa, WI office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 1980, about 47 years. Top advisor by experience in Wauwatosa.
What licenses does Christopher hold?
Series 63. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Christopher paid?
Intrinsic Investors reports being paid by a percentage of the assets they manage. Ask Christopher for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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