Secured Retirement Advisors, LLC
Firm details
- Headquarters
- St Louis Park, Minnesota
- CRD number
- 144239
- Registered since
- July 14, 2021
- Website
- securedretirements.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.74%
- HNWI43.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Secured Retirement Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm positions itself as a capital allocator serving individual and family clients, offering fee arrangements that include a percentage-of-AUM component as well as hourly and fixed-fee options. Core advisory services are financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds5%
Contacts
3 of 4
Henry Eilefson
Client Services AdvisorCRD 8152897
Joseph Lucey
Financial Professional Retirement Planning SpecialistCRD 2568779
Jacob McCue
Financial PlannerCRD 7159473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$58.7M in ETFs
36%
$20.9M
44%
$37.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STRIVE 500 ETF (STXF) | Strive | $8.6M | 179,003 | 14.74% |
Location
St Louis Park, MN
Hennepin
Location
St Louis Park, MN
Headquartered in St Louis Park, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 6121 Excelsior Blvd
- Time zone
- CT (UTC-6)
- Office locations
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