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SECURED RETIREMENT ADVISORS, LLC

CRD 144239 · SEC 801-121760

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6121 EXCELSIOR BLVD, ST LOUIS PARK, MN, 55416, United States

Phone

(952) 460-3260

Fax

(952) 460-3261

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$255.1M

Discretionary AUM

$255.1M

Team

6 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals536$144.7M
High net worth individuals66$110.4M

States served

AZ, CA, IA, MN, NE, OH, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD