Secured Retirement Advisors, LLC
● SEC registered since 2021CRD 144239SEC# 801-121760St Louis Park, MN
Reg. AUM
$255.1M
Employees
6
Accounts
1,732
Location
St Louis Park, MN
Secured Retirement Advisors, LLC assets under management
Secured Retirement Advisors, LLC is a registered investment adviser overseen by the SEC based in St Louis Park, MN. The firm has been registered since 2021. It reports $255.1 million in regulatory assets under management and employs 6 people.
Secured Retirement Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Scott Lucey Control | Ceo/Chief Compliance Officer | Under 5% | 2007 |
| Secured Retirement Associates, LLC Control | Managing Member | Over 75% | 2007 |
| Joseph Scott Lucey Control | Managing Member | Over 75% | 2007 |
Frequently asked questions
How much does Secured Retirement Advisors, LLC manage?
Secured Retirement Advisors, LLC reports $255.1 million in regulatory assets under management on its Form ADV.
How many employees does Secured Retirement Advisors, LLC have?
Secured Retirement Advisors, LLC reports 6 employees.
Where is Secured Retirement Advisors, LLC located?
Secured Retirement Advisors, LLC is based in St Louis Park, MN and has been SEC-registered since 2021.
Does Secured Retirement Advisors, LLC disclose fund performance?
Secured Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6121 Excelsior Blvd, St Louis Park, MN 55416 |
| Phone | (952) 460-3260 |
| Fax | (952) 460-3261 |
| Office hours | 9:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2012356 |
| Discloses disciplinary history | No |
Regulatory AUM
$255.1M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$255.1Mregulatory AUM
Discretionary $255.1M