Advisor at Secure Investment Management, LLC
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Firm
Secure Investment Management, LLC
Location
Tucson, AZ 85741
Credentials
Series 63, Series 65
Industry experience
3 years
Stephen Mehr is a financial advisor at Secure Investment Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brookstone Capital Management and JD Mellberg Financial. Outside of finance, he has been an owner and instructor of voice lessons in Tucson since 2013. Secure Investment Management serves individuals, business entities, trusts, and estates, offering investment advisory, portfolio management, and financial planning services. The firm employs a long-term, quantitative, factor-based investment approach using globally diversified, low-cost institutional funds and tax-managed strategies.
Based on Secure Investment Management, LLC
Based on Secure Investment Management, LLC
Full financial plan including estate planning and asset map available for $1,300
$0.00 - $100,000.00: 0.35% $100,000.01 - $250,000.00: 0.30% $250,000.01 - $1,000,000.00: 0.20% $1,000,000.01+: 0.10%
$250 per hour with a minimum charge of $1,250 (5-hour minimum) for financial planning services
Account minimum: $25,000 (may be waived at SIM's sole discretion)
3067 W. Ina Road, #125
Tucson, AZ 85741
Arizona
Secure Investment Management
2025 - Present (1 year)
Brookstone Capital Management
2022 - 2025 (3 years)
JD Mellberg Financial
2021 - 2024 (3 years)
MassMutual
2019 - 2021 (2 years)
Dillard's
2019 - 2019 (1 year)
Papa Johns
2018 - 2019 (1 year)
Physicians Mutual
2014 - 2018 (4 years)
Voice Lessons
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Forthright Finances LLC
Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.
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