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 registered with the SEC in 2021. The firm serves individual and family clients and describes itself as a capital allocator that employs outside managers when appropriate. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting work, and the selection of other advisers. The firm charges clients using a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements. It does not identify as an active ESG investor and lists an industry affiliation with an insurance company.
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 4Henry 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 43Active vs passive
$54.8M in ETFs
50%
$27.4M
46%
$27.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STRIVE 500 ETF (STRV) | Strive | Passive | Large Blend | $7.8M | 186,029 | 14.25% |
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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