Thomas Patrick Freismuth

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:

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

Current Employers

Employment History

• 01/2012 → 05/2021
  Hub International Insurance Services Inc.
  Del Mar, CA
• 06/2012 → 05/2021
  Hub International Investment Services Inc.
  Del Mar, CA
• 08/2014 → 05/2021
  Cambridge Investment Research Inc
  Fairfield, IA
• 08/2014 → 05/2021
  Cambridge Investment Research Advisors Inc
  Fairfield, IA
• 05/2021 → 07/2023
  Nfp Retirement, Inc.
  Aliso Viejo, CA
• 05/2023 → Present
  Accelerate Retirement
  Aliso Viejo, CA

Previous Registrations

• 2021-05-18 → 2023-07-31
  Wealthspire Retirement Advisory
  San Diego, CA
  Aliso Viejo, CA
• 2014-08-13 → 2021-05-11
  Cambridge Investment Research Advisors, Inc.
  Del Mar, CA
  San Diego, CA
• 2012-06-26 → 2020-12-08
  Hub International Investment Services Inc.
  Del Mar, CA
  Westlake Village, CA
  Del Mar, CA
  San Diego, CA
  Austin, TX
• 2013-03-21 → 2014-08-14
  Financial Telesis Inc
  San Rafael, CA
  Del Mar, CA
• 2009-09-08 → 2012-07-05
  Lpl Financial Llc
  Del Mar, CA
• 2008-04-22 → 2009-09-08
  Mutual Service Corporation
  Del Mar, CA

Other Businesses

1) Touch of Green LLC / 701 66th Street, Oakland, CA / Non-investment related - Cultivation enterprise. Organized as an LLC - non a managing member. No hours spent on activity during market hours. 2) Insurance Agent - Mr. Freismuth in his individual capacity, is a licensed insurance agent, and recommends the purchase of certain insurance products on a commission basis; non-investment related; less than 5 hours monthly which could be during market hours. 2.) 701 66th Street LLC - Non-Investment Related - located at 701 66th Street, Oakland, CA - LLC formed to hold a commercial real estate building - Started 02-01-2020 - No hours spent on activity during market hours - 0 hours spent per month - No responsibilities.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-10-25

Designations

• Chartered Financial Consultant

Other Names

• Tom Freismuth
• Thomas P Freismuth
• Thom Freismuth