Beau Diehl Sheedy

United Planners' Financial Services of America a Limited Partner

11 Years of Experience

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Firm Information

United Planners' Financial Services of America a Limited Partner

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

531 advisors

Number of Clients

26,942 clients

Average Client Portfolio

$395K average

Assets Under Management

$10.6B

Fee Structure

This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning

Advisor Information

Office location

Littleton, CO

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2020

Settled

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Other 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.