Beau Sheedy
Beau Sheedy is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Littleton, CO, with 11 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
Littleton, CO
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Regulatory History (1)
Customer Dispute
November 2020Other Business ActivitiesSells Insurance
Beau is a contractor for PFG Advisors LLC, working as an RIA, which takes up nearly all of his time. He also provides access to individual and group health insurance policies through Black, Gould, and Associates, dedicating minimal time to this activity.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.