Thomas P. Freismuth

ACCELERATE RETIREMENT

San Diego, CA 92127

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CRD#: 1150814

Professional summary

Thomas Patrick Freismuth, who also goes by Thom Freismuth, Thomas P Freismuth, Tom Freismuth, is a registered financial advisor currently at ACCELERATE RETIREMENT located in San Diego, California.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Thomas has worked at 10 firms and has passed the Series 63, SIE and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thom Freismuth | Thomas P Freismuth | Tom Freismuth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Patrick Freismuth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2023 - Present

ACCELERATE RETIREMENT

Office #1: 8073 Entrada De Luz East, San Diego, CA 92127

RIA

CRD#: 325859

San Diego, CA

Past

May 18, 2021 - July 31, 2023

WEALTHSPIRE RETIREMENT ADVISORY

RIA

CRD#: 5685

NEWARK, NJ

Past

September 8, 1984 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

DEL MAR, CA

Past

June 19, 1983 - June 14, 1990

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/25/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 22

Date: 1/24/1985

Direct Participation Programs Representative Examination

Current Firm

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

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Contact information

Main Address

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656

Mailing Address

Phone number

(888) 439-7071

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACCELERATE INVESTMENT ADVISORS ADV 2A 05.12.2025 (5/12/2025)

Regulatory assets under management

Total Number of Accounts	704
AUM (Assets Under Management)	$ 242,848,720

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Thomas P. Freismuth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Patrick Freismuth's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSPIRE RETIREMENT ADVISORY

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

HUB INTERNATIONAL INVESTMENT SERVICES INC.

HUB INTERNATIONAL INVESTMENT SERVICES INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MUTUAL SERVICE CORPORATION

PRUCO SECURITIES, LLC.

MUTUAL SERVICE CORPORATION

AETNA LIFE INSURANCE AND ANNUITY COMPANY

Primary Firm SEC Registration

ACCELERATE RETIREMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 10/25/1984

SIE

Date: 10/1/2018

Series 22

Date: 1/24/1985

Current Firm

ACCELERATE RETIREMENT

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCELERATE RETIREMENT

TRUST BUT VERIFY

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