Adviser and broker representative · Accelerate Retirement
Steven J. Heussner
CRD 1878545 · Aliso Viejo, CA
At a glance
Steven J. Heussner is an investment adviser representative with Accelerate Retirement in Aliso Viejo, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 2001, about 25 years ago. Steven is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Accelerate RetirementSince May 2024Aliso Viejo, CA · $315M in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.