Accelerate Retirement
At Accelerate Retirement, we believe in protecting our plan sponsor clients from fiduciary liability. In an ever-growing landscape of ERISA litigation, complex regulations, and evolving compliance demands, we nurture our clients through this esoteric process. We believe that the plan participants we service deserve to have the utmost confidence in their retirement plans. We’re proud to offer the best of both worlds - the high-touch, personal attention of a boutique advisory firm, backed by extensive resources and experience of a team of retirement plan experts. Investment advice offered through Accelerate Investment Advisors LLC, a registered investment advisor (“Accelerate”). Advisory services are only offered to clients or prospective clients where Accelerate, doing business as Accelerate Retirement, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our firm directly or consult another qualified professional. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Accelerate dba Accelerate Retirement unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts found on this profile do not reflect the views of Accelerate, its associated persons, or affiliates and have not been reviewed by Accelerate for their accuracy or completeness. Accelerate has not paid for any such comments.
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Verified contacts
17
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
21
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- GC
Glenn Cassidy
Managing Director · General Business & Management
EmailPhone - KD
Kate Dreger
Director of Client Relations · Customer/Client Service
EmailPhone - SH
Steve Heussner
Financial Advisor · Finance & Accounting
EmailPhone - EC
Eric Carlson
Retirement Plan Consultant Certified Financial Plannertm · Other
EmailPhone - JS
Jared Shaft
- - · Other
EmailPhone - SS
Stuart Scholten
Managing Director - Financial Advisory and Planning · Other
EmailPhone - TT
Tim Thurston
() · Other
EmailPhone - PA
Phillip A. Matheson
Managing Director · General Business & Management
EmailPhone - SS
Sophois Sokhom
Managing Director · General Business & Management
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Accelerate Retirement
12 distinct titles indexed · top 10 shown.
- 4managing director
- 2financial advisor
- 1()
- 1- -
- 1401k consultant
- 1administrative coordinator
- 1ceo, plan advisor
- 1client relationship manager
- 1director of client relations
- 1managing director - financial advisory and planning
- +2more titles
Sign up to unlock all 17 contacts at Accelerate Retirement
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