Beau
Sheedy

Pfg Advisors

CRD#6363200
Investment Advisor
in Phoenix, AZ

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About this Advisor

Beau Sheedy is a financial advisor based in Phoenix, Arizona, working with Pfg Advisors. Beau has previously held positions at Tucson Country Club, Axa Advisors, LLC, Equitable Advisors, LLC, Securities America, Inc, Pfg Advisors, and Osaic Wealth, Inc. Beau has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Beau is part of Pfg Advisors, which operates out of Phoenix, Arizona. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7600 N 16Th Street, Ste 100
Phoenix, AZ 85020

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Pfg Advisors Brokerage Details

Total Assets Under Management

$2,333,278,575

AZ Average: $1,555,372,352
Total Number of Employees

115

AZ Average: 37
Total Number of Accounts

11,752

AZ Average: 1,370
Average Account Size

$198,543

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Beau Sheedy Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2022 - Present (2 years)

Securities America, Inc

2022 - Present (2 years)

Pfg Advisors

2014 - 2020 (6 years)

Axa Advisors, LLC

2014 - 2022 (8 years)

Equitable Advisors, LLC

2013 - 2014 (1 year)

Tucson Country Club

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Disclosures

Please visit the SEC profile of Beau Sheedy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

Thomas Green
Austin, TX
Robert Van Allen
Tempe, AZ
Heather Metcalf
Springfield, OR
Timothy Mansell
Alameda, CA
Eric Stelnick
Valencia, CA
Ramona Maior
Phoenix, AZ
Mark Nickles
Phoenix, AZ
Bridgette Gavagan
Glendale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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