Secured Retirement Advisors, LLC

Secured Retirement Advisors, LLC (CRD# 144239) is a financial advisory firm headquartered in Saint Louis Park, MN. They manage $29,269,054 in 524 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    524
    ACCOUNTS
  • Average Account Value
    $55,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN, WI

Financial Advisors at Secured Retirement Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joseph S. Lucey
CRD#: 2568779
5775 Wayzata Blvd. Suite 830, Saint Louis Park, MN 55416
96
Wealthminder
score

Joseph Lucey (CRD# 2568779) is an Investment Advisor Representative working at Secured Retirement Advisors, LLC in Saint Louis Park, MN and has over 21 years of experience in the finance industry. Joseph Lucey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Derek M. Fautsch
CRD#: 6513064
5775 Wayzata Blvd., Suite 830, Saint Louis Park, MN 55416
90
Wealthminder
score

Derek Fautsch (CRD# 6513064) is an Investment Advisor Representative working at Secured Retirement Advisors, LLC in Saint Louis Park, MN and has 1 year of experience in the finance industry. Derek Fautsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Dylan L. Malberg
CRD#: 6297351
5775 Wayzata Blvd., Suite 830, Saint Louis Park, MN 55416
90
Wealthminder
score

Dylan Malberg (CRD# 6297351) is an Investment Advisor Representative working at Secured Retirement Advisors, LLC in Saint Louis Park, MN and has 1 year of experience in the finance industry.

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