Michael Francis Shearon
AIF®Professional Summary
Michael Francis Shearon, AIF®, who also goes by Mike Shearon, is a registered financial advisor currently at ACCELERATE RETIREMENT located in Brighton, Michigan. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Michael has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mike Shearon
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Credentials
Years of Experience
37 years in the financial services industry
Current & Past Employments
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Current Firm
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | TEAL RETIREMENT CONSULTING | SJE RETIREMENT | SAPERS & WALLACK | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | BIGGFINANCIAL | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
Contact Information
Main Address
120 Vantis Dr. Suite 330, Aliso Viejo, CA 92656Phone Number
(888) 439-7071# of Employees
40SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
905AUM (Assets Under Management)
$315,370,800Similar Advisors
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | TEAL RETIREMENT CONSULTING | SJE RETIREMENT | SAPERS & WALLACK | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | BIGGFINANCIAL | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
State Registrations and Notice Filings
(11/12/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1989About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Mar 1997About the Series 26 examSimilar Advisors
LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Michael Francis Shearon's CRS (Customer Relationship Summary).
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
