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).
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Total Assets Under Management190MILLION
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Total Number of Accounts1,672ACCOUNTS
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Average Account Value$113,896
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, MN, NE, TX, WI
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.
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.
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.
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.
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.
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.
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.