Allan Sheahan

Employer firm

Bldr Wealth LLC CRD 335077

$5.60M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Bldr Wealth Llc

5931 Nieman Road Suite 200, Shawnee, KS 66203 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2025-05-28
MA	RA	APPROVED	2025-05-28
FL	RA	APPROVED	2025-05-20

KS RA
APPROVED

Since 2025-05-28
MA RA
APPROVED

Since 2025-05-28
FL RA
APPROVED

Since 2025-05-20

Branch Locations

5931 Nieman Road Suite 200, Shawnee, KS 66203 • United States

33 Broad Street 2Nd Floor, Boston, MA 02109 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jackson National Life Distributors Llc	Franklin	TN	07/2012	03/2019
Pacer Financial, Inc.	Malvern	PA	02/2019	10/2022
Cantor Fitzgerald & Co.	New York	NY	10/2022	04/2024
Cwm, Llc	Foxborough	MA	04/2024	03/2025
Cetera Advisor Networks Llc	Foxborough	MA	04/2024	03/2025
Cantor Fitzgerald Investment Advisors	New York	NY	07/2023	04/2024
Bldr Wealth Llc	Boston	MA	03/2025	Present

07/2012 → 03/2019

Jackson National Life Distributors Llc

Franklin, TN
02/2019 → 10/2022

Pacer Financial, Inc.

Malvern, PA
10/2022 → 04/2024

Cantor Fitzgerald & Co.

New York, NY
04/2024 → 03/2025

Cwm, Llc

Foxborough, MA
04/2024 → 03/2025

Cetera Advisor Networks Llc

Foxborough, MA
07/2023 → 04/2024

Cantor Fitzgerald Investment Advisors

New York, NY
03/2025 → Present

Bldr Wealth Llc

Boston, MA

Previous Registrations

2024-04-02 → 2025-03-03

Cwm, Llc

Foxborough, MA

Boston, MA

Omaha, NE
2023-07-18 → 2024-04-05

Cantor Fitzgerald Investment Advisors

New York, NY

Other Businesses

InsurPlus, LLC, Investment-related, 5931 Nieman Rd, 200, Shawnee, KS. 66203, Insurance entity, Insurance agent, 5/2025, 10% of time per month is spent in this capacity

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-08-15

S63 Uniform Securities Agent State Law Examination

2012-08-15

Designations

Certified Financial Planner

Other Names

Allan Sheahan
Allan Richard Sheahan

View on SEC IAPD