Michael J. Shea

TRUE EQUITY WEALTH MANAGEMENT LLC

Nashville, TN 37203

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CRD#: 6590570

Professional summary

Michael Joseph Shea, CFP® is a registered financial advisor currently at TRUE EQUITY WEALTH MANAGEMENT LLC located in Nashville, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Socially Responsible Investing

Retirement Planning

Education Planning

Business Succession Planning

Tax Planning

Estate Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Insurance Planning

Life Transitions

Small Business Planning

Divorce Planning

Retirement Income Management

Social Security Planning

Investment Planning

Elder Care

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Shea's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

November 19, 2021 - Present

TRUE EQUITY WEALTH MANAGEMENT LLC

Office #1: 1033 Demonbreun St. Suite 300, Nashville, TN 37203

RIA

CRD#: 316790

Nashville, TN

Past

April 10, 2017 - November 10, 2021

APPLIED CAPITAL LLC

RIA

CRD#: 166175

LITTLE ROCK, AR

Past

November 9, 2016 - April 10, 2017

ENVISION WEALTH PLANNING

RIA

CRD#: 128441

BRENTWOOD, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/5/2024)

IAR

Tennessee
(11/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/9/2015

Uniform Investment Adviser Law Examination

Current Firm

TRUE EQUITY WEALTH MANAGEMENT LLC

CRD#: 316790 / SEC#:

California

Registered Investment Advisory firm - (6/5/2024 Approved)

Tennessee

Registered Investment Advisory firm - (11/19/2021 Approved)

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Contact information

Main Address

1033 Demonbreun St. Suite 300, Nashville, TN 37203

Mailing Address

Phone number

(615) 861-1518

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	66
AUM (Assets Under Management)	$ 10,930,996

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael J. Shea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Shea's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE EQUITY WEALTH MANAGEMENT LLC

APPLIED CAPITAL LLC

ENVISION WEALTH PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2015

Current Firm

TRUE EQUITY WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUE EQUITY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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