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RIA / WealthAdvisor28 years in industry

BRIAN KEITH BRUMMELL

Advisor at ACCELERATE RETIREMENT

Ladera Ranch, CA | ALISO VIEJO, CA

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Search this name across graphsid dfx:ria:c26cf83a-8162-b414-8a03-7b154cb71d8c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jul 18, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ACCELERATE RETIREMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 5, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 5, 1998
First registration: Jul 18, 2001
Dual registered: no
IAPD individual key: 3087263

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ACCELERATE RETIREMENT	Independent wealth	Jan 2, 2026	n/a	yes	ALISO VIEJO, CA\|Ladera Ranch, CA	Current employment
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Aug 11, 2022	Jul 18, 2023	no	Ladera Drive, CA\|ALISO VIEJO, CA	Previous registration
EXETER FINANCIAL, LLC	Independent wealth	Jan 20, 2017	Jan 18, 2023	no	Ladera Ranch, CA	Previous registration
NUVEEN ASSET MANAGEMENT, LLC	Mixed wealth	Sep 1, 2011	Sep 14, 2016	no	CHICAGO, IL	Previous registration
NUVEEN INVESTMENTS ADVISERS, LLC	Former SEC adviser	Feb 21, 2003	Dec 31, 2003	no	CHICAGO, IL	Previous registration
RITTENHOUSE ASSET MANAGEMENT, INC.	n/a	Aug 1, 2001	Dec 31, 2003	no	RADNOR, PA	Previous registration
NUVEEN FUND ADVISORS, LLC	Asset manager	Jul 18, 2001	Sep 1, 2011	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHSPIRE RETIREMENT ADVISORY	ACCELERATE RETIREMENT	Jul 18, 2023	Jan 2, 2026	899	Firm change after gap	Other
EXETER FINANCIAL, LLC	WEALTHSPIRE RETIREMENT ADVISORY	Jan 18, 2023	Aug 11, 2022	-160	Firm change after gap	Other
NUVEEN ASSET MANAGEMENT, LLC	EXETER FINANCIAL, LLC	Sep 14, 2016	Jan 20, 2017	128	Firm change	Other
NUVEEN FUND ADVISORS, LLC	RITTENHOUSE ASSET MANAGEMENT, INC.	Sep 1, 2011	Aug 1, 2001	-3,683	Firm change after gap	Other
RITTENHOUSE ASSET MANAGEMENT, INC.	NUVEEN INVESTMENTS ADVISERS, LLC	Dec 31, 2003	Feb 21, 2003	-313	Firm change after gap	Other
NUVEEN INVESTMENTS ADVISERS, LLC	NUVEEN ASSET MANAGEMENT, LLC	Dec 31, 2003	Sep 1, 2011	2,801	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
121254:325859:CA:2023-07-06	Jul 18, 2023	Jan 2, 2026	ALISO VIEJO, CA	Firm change after gap

Relationships

Registered with (7)

→ ACCELERATE RETIREMENTRegistered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: previous registration
Aug 11, 2022 to Jul 18, 2023factForm ADV
→ EXETER FINANCIAL, LLCRegistered adviserregistration: previous registration
Jan 20, 2017 to Jan 18, 2023factForm ADV
→ NUVEEN ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 1, 2011 to Sep 14, 2016factForm ADV
→ NUVEEN FUND ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 18, 2001 to Sep 1, 2011factForm ADV
→ RITTENHOUSE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 1, 2001 to Dec 31, 2003factForm ADV
→ NUVEEN INVESTMENTS ADVISERS, LLCRegistered adviserregistration: previous registration
Feb 21, 2003 to Dec 31, 2003factForm ADV

Dated events

Occurred
Jul 18, 2023
Advisor changed firm
Brian Keith Brummell left Wealthspire Retirement Advisory for Accelerate Retirement (registered 2026-01-02)
Form ADVobserved 4 days ago
Occurred
Jan 18, 2023
Advisor changed firm
Brian Keith Brummell left Exeter Financial, Llc for Wealthspire Retirement Advisory (registered 2022-08-11)
Form ADVobserved 4 days ago