Secured Retirement Advisors, LLC

Overview

Secured Retirement Advisors, LLC is an SEC registered investment adviser based in St Louis Park, MN, registered since 2007. It reports $255M in assets under management across 1,732 accounts, with 6 employees. It has 6 investment adviser representatives.

Reported AUM

$255M

Discretionary

100%

Accounts

1,732

Average account

$147K

Employees

6

Advisory reps

6

Registered since

2007

Jurisdictions

9

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Joseph Scott Lucey Chief Executive Officer, President, and Chief Compliance Officer CRD 2568779

Advisory reps 3 of 6

• Henry Eilefson Investment Adviser Rep CRD 8152897
• Ryan Matthew Fossey Investment Adviser Rep CRD 4345072
• Joseph Scott Lucey Insurance Agent · Investment Adviser Rep CRD 2568779

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6121 Excelsior Blvd
St Louis Park, MN 55416

County

Hennepin

Metro area

Minneapolis-St. Paul-Bloomington, MN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: securedretirements.com

Every state, with registration dates

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