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Michael Francis Shearon

Accelerate Retirement

Aliso Viejo, CA

Brighton, MI

CRD 1984397

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Employer firm

Accelerate Retirement CRD 325859

$315M regulatory AUM 562 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Accelerate Retirement

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-11-12
  • MI RA
    APPROVED
    Since 2024-11-12

Branch Locations

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

132 E. Grand River Suite 207, Brighton, MI 48116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sigma Financial Corporation Ann Arbor MI 10/2014 12/2018
Spc Ann Arbor MI 10/2014 02/2019
Flynn & Company Inc. Troy MI 09/2005 05/2023
Onedigital Investment Advisors Llc Overland Park KS 01/2019 01/2025
Accelerate Investment Advisors Llc Aliso Viejo CA 10/2024 Present
Sje Retirement Llc Brighton MI 06/2023 Present
  • 10/2014 → 12/2018
    Sigma Financial Corporation
    Ann Arbor, MI
  • 10/2014 → 02/2019
    Ann Arbor, MI
  • 09/2005 → 05/2023
    Flynn & Company Inc.
    Troy, MI
  • 01/2019 → 01/2025
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 10/2024 → Present
    Accelerate Investment Advisors Llc
    Aliso Viejo, CA
  • 06/2023 → Present
    Sje Retirement Llc
    Brighton, MI
Previous Registrations
  • 2019-01-15 → 2025-01-16
    Brighton, MI
    Overland Park, KS
  • 2014-10-21 → 2019-02-01
    Troy, MI
    Ann Arbor, MI
  • 2010-07-02 → 2014-10-24
    Kestra Investment Services, Llc
    Troy, MI
    Troy, MI
Other Businesses

Mount Elliot Cemetary Association; 4701 N. Rochester Road, Rochester MI; Board Member - not investment related; 2 hours monthly with all hours being during market hours months during the year.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-01
S63 Uniform Securities Agent State Law Examination 1999-09-01
  • S65 Uniform Investment Adviser Law Examination
    2010-06-01
  • S63 Uniform Securities Agent State Law Examination
    1999-09-01
Other Names
  • Mike Shearon

View on SEC IAPD

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