Brian Keith Brummell
Investment adviser representative at Accelerate Retirement
10 yearsExperience
1 stateRegistered in
$315.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Accelerate RetirementMay 2023 to now
- Alkeme Financial ServicesOct 2021 to now
- Exeter Financial, LLCJan 2017 to now
- Nfp RetirementAug 2022 to Jul 2023
- Venture Pacific Financial Services, LLCDec 2016 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Accelerate Retirement
Legal name: Accelerate Investment Advisors LLC
$315.4MAssets managed
1,076Clients
31Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3087263
- Firm CRD
- 325859