Michael John Beaulieu

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 05/2017
  T. Rowe Price
  Colorado Springs, CO
• 05/2017 → 01/2022
  The Retirement Planning Specialists, Llc
  Greenwood Village, CO
• 01/2022 → 03/2026
  Beacon Pointe Advisors, Llc
  Greenwood Village, CO
• 04/2026 → Present
  Beacon Pointe Advisors, Llc
  Denver, CO

Previous Registrations

• 2018-01-17 → 2022-03-03
  The Retirement Planning Specialists, Llc
  Greenwood Village, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-17
• S63 Uniform Securities Agent State Law Examination
  2016-09-15

Designations

• Certified Financial Planner