Secured Retirement Advisors, LLC

Secured Retirement Advisors, LLC (CRD# 144239) is a financial advisory firm headquartered in Saint Louis Park, MN. They manage $190,433,550 in 1,672 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    1,672
    ACCOUNTS
  • Average Account Value
    $113,896
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, MN, NE, TX, WI

Financial Advisors at Secured Retirement Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Joseph S. Lucey
CRD#: 2568779
6121 Excelsior Blvd, Saint Louis Park, MN 55416

Joseph Lucey (CRD# 2568779) is an Investment Advisor Representative working at Secured Retirement Advisors, LLC in Saint Louis Park, MN and has over 29 years of experience in the finance industry.

2
Dylan L. Malberg
CRD#: 6297351
6121 Excelsior Blvd, Saint Louis Park, MN 55416

Dylan Malberg (CRD# 6297351) is an Investment Advisor Representative working at Secured Retirement Advisors, LLC in Saint Louis Park, MN and has over 8 years of experience in the finance industry.

3
Dominique M. Villaume
CRD#: 2969828
6121 Excelsior Blvd, Saint Louis Park, MN 55416

Dominique Villaume (CRD# 2969828) is an Investment Advisor Representative working at Secured Retirement Advisors, LLC in Saint Louis Park, MN and has over 17 years of experience in the finance industry.

4
Anthony J. Whalen
CRD#: 6563230
6121 Excelsior Blvd, Saint Louis Park, MN 55416

Anthony Whalen (CRD# 6563230) is an Investment Advisor Representative working at Secured Retirement Advisors, LLC in Saint Louis Park, MN and has over 7 years of experience in the finance industry.

5
Bradford T. Aylin
CRD#: 7476230
6121 Excelsior Blvd, Saint Louis Park, MN 55416

Bradford Aylin (CRD# 7476230) is an Investment Advisor Representative working at Secured Retirement Advisors, LLC in Saint Louis Park, MN and has over 2 years of experience in the finance industry.

6
Ryan M. Dillon
CRD#: 6801804
6121 Excelsior Blvd, Saint Louis Park, MN 55416

Ryan Dillon (CRD# 6801804) is an Investment Advisor Representative working at Secured Retirement Advisors, LLC in Saint Louis Park, MN and has over 6 years of experience in the finance industry.

7
Nathan T. Zeller
CRD#: 3228465
6121 Excelsior Blvd, Saint Louis Park, MN 55416

Nathan Zeller (CRD# 3228465) is an Investment Advisor Representative working at Secured Retirement Advisors, LLC in Saint Louis Park, MN and has over 24 years of experience in the finance industry.

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