Beau Diehl Sheedy

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2014 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 07/2014 → 08/2022
  Equitable Advisors, Llc
  New York, NY
• 08/2022 → 06/2024
  Securities America, Inc.
  Phoenix, AZ
• 08/2022 → 04/2026
  Pfg Advisors Llc
  Phoenix, AZ
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  Phoenix, AZ
• 11/2025 → 04/2026
  United Planners
  Scottsdale, AZ
• 04/2026 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 04/2026 → Present
  Osaic Wealth
  Scottsdale, AZ

Previous Registrations

• 2022-08-04 → 2026-04-15
  Pfg Advisors
  Phoenix, AZ
  Littleton, CO
• 2017-02-09 → 2022-08-09
  Equitable Advisors, Llc
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ

Other Businesses

DIGITAL INSURANCE LLC; INVESTMENT RELATED; PRIVATE ADDRESS; INSURANCE AGENT; 4/2026; 4 HRS/MO DEVOTED; 4 HOURS DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS __|__ WILDCATS ERB, LLC; NOT INVESTMENT RELATED; PRIVATE ADDRESS; LLC; OWNER; 1/2024; 1 HR/MO DEVOTED; 1 HOUR DURING TRADING; LLC ESTABLISHED FOR TAX PURPOSES __|__ NEUROFIBROMATOSIS NETWORK; NOT INVESTMENT RELATED; PO BOX 1530, WHEATON, IL 60187; BOARD MEMBER; 10/2024; 5 HRS/MO DEVOTED; 1 HOUR DURING TRADING; BOARD MEMBER FOR 501(C)(3) NON PROFIT AND RESPONSIBLE FOR STRATEGIC DIRECTION __|__ THE SHIVAS IRONS GOLF CLUB - AZ GOLF ASSOCIATION; NOT INVESTMENT RELATED; 10803 W COCO PL, LITTLETON, CO 80127; CHAIRMAN; PRESIDENT; 3/2024; 1 HR/MO DEVOTED; 0 HOURS DURING TRADING; GHIN HANDICAP ACCESS THROUGH AZ GOLF ASSOCIATION __|__ ONEDIGITAL INVESTMENT ADVISORS LLC POSITION: Financial Advisor NATURE: Registered Investment Adviser, Third-Party Administrator, and Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 116 START DATE: 04/01/2026 ADDRESS: 11101 Switzer Road, Suite 200, Overland Park KS 66210, United States DESCRIPTION: Provision of investment advisory and/or financial planning services

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-31
• S63 Uniform Securities Agent State Law Examination
  2014-09-03

Other Names

• Beau Sheedy