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Michael Joseph Shearon

Accelerate Retirement

Aliso Viejo, CA

Campbell, CA

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Current Employers
Accelerate Retirement

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

Current Registrations

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

Branch Locations

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

Campbell, CA • 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 07/2016 12/2018
Flynn & Company Inc. Troy MI 07/2016 10/2023
Onedigital Investment Advisors 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
  • 07/2016 → 12/2018
    Sigma Financial Corporation
    Ann Arbor, MI
  • 07/2016 → 10/2023
    Flynn & Company Inc.
    Troy, MI
  • 01/2019 → 01/2025
    Onedigital Investment Advisors
    Overland Park, KS
  • 10/2024 → Present
    Accelerate Investment Advisors Llc
    Aliso Viejo, CA
  • 06/2023 → Present
    Sje Retirement Llc
    Brighton, MI
Previous Registrations
  • 2019-01-18 → 2025-01-21
    Onedigital
    Brighton, MI
    Overland Park, KS
  • 2016-10-26 → 2019-02-01
    Spc
    Troy, MI
    Ann Arbor, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-07
S63 Uniform Securities Agent State Law Examination 2015-08-17
  • S65 Uniform Investment Adviser Law Examination
    2016-10-07
  • S63 Uniform Securities Agent State Law Examination
    2015-08-17
Designations
Other Names
  • Mike Joseph Shearon

View on SEC IAPD

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LIFETIME FINANCIAL, INC.
SST BENEFITS CONSULTING
CLARAPHI ADVISORY NETWORK, LLC
WEALTHSPIRE RETIREMENT ADVISORY

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Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

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