Michael F. Shearon

ACCELERATE RETIREMENT

Brighton, MI 48116

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CRD#: 1984397

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Shearon

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Francis Shearon'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

November 12, 2024 - Present

ACCELERATE RETIREMENT

Office #1: 132 E. Grand River Suite 207, Brighton, MI 48116

RIA

CRD#: 325859

Brighton, MI

Past

January 15, 2019 - January 16, 2025

ONEDIGITAL

RIA

CRD#: 106766

Brighton, MI

Past

October 21, 2014 - February 1, 2019

SPC

RIA

CRD#: 110692

TROY, MI

Past

October 21, 2014 - December 31, 2018

SIGMA FINANCIAL CORPORATION

CRD#: 14303

Troy, MI

Past

July 2, 2010 - October 24, 2014

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

TROY, MI

Past

October 3, 2005 - October 24, 2014

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

TROY, MI

Past

June 7, 2005 - October 14, 2005

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

August 19, 1999 - April 28, 2005

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

June 15, 1998 - October 29, 1999

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

November 7, 1990 - April 29, 1998

AMERICAN UNITED LIFE INSURANCE COMPANY

CRD#: 1075

INDIANAPOLIS, IN

Past

September 7, 1989 - September 18, 1990

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

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

Michigan
(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

State Security Law Exam

IAR

Series 65

Date: 6/1/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/1/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/5/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/6/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/4/1997

Investment Company Products/Variable Contracts Principal 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

Michael F. Shearon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Francis Shearon's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEDIGITAL

SPC

SIGMA FINANCIAL CORPORATION

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

ONEAMERICA SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

VOYA FINANCIAL PARTNERS, LLC

AMERICAN UNITED LIFE INSURANCE COMPANY

NATIONWIDE INVESTMENT SERVICES CORPORATION

Primary Firm SEC Registration

ACCELERATE RETIREMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2010

Series 63

Date: 9/1/1999

SIE

Date: 10/1/2018

Series 7

Date: 4/5/1999

Series 6

Date: 9/6/1989

Series 26

Date: 3/4/1997

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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