Allan Sheahan
CFP®Professional Summary
Allan Sheahan, CFP®, who also goes by Allan Richard Sheahan, is a registered financial advisor currently at BLDR WEALTH LLC located in Boston, Massachusetts. Allan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Allan has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Allan Richard Sheahan
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
BLDR WEALTH LLC
Contact Information
Main Address
5931 Nieman Road Suite 200, Shawnee, KS 66203Phone Number
(913) 586-6203# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
32AUM (Assets Under Management)
$5,597,107Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/20/2025)
(5/28/2025)
(5/28/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2012About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Nov 2014About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Allan Sheahan's CRS (Customer Relationship Summary).
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