Secured Retirement Advisors, LLC

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Client assets under management

$255,083,132

Clients

602

11% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

151

Very High

Average account size

$423,726

About

Secured Retirement Advisors, LLC is an SEC‑registered investment adviser managing roughly $255 million for about 600 clients through a small team of four advisors. The firm offers personalized financial planning, discretionary and non‑discretionary portfolio management, selection of third‑party advisers, and pension consulting services including ERISA‑related plan management and participant education.

Portfolios are tailored to client objectives and risk tolerances using a mix of fundamental and technical analysis, long‑ and short‑term strategies, and option writing (generally covered options); accounts are monitored and rebalanced as market conditions and client circumstances change. The firm relies on third‑party platforms for fee calculation and performance reporting, and its brochure discloses the use of direct‑indexing strategies and AI tools (including recorded/transcribed meetings, with an opt‑out option).

Compared with many team firms, SRA discloses and makes performance results available and explicitly uses derivatives and allows borrowing/margin in advisory accounts and separately managed accounts, practices the firm highlights along with related conflicts of interest (for example, margin increases billable assets). The brochure also notes affiliated insurance activity and the use of third‑party tax preparers and TPAs, which the firm discloses as potential conflicts while describing how it monitors and documents those relationships.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Annuities Options & derivatives strategies Private / alternative investments

Occupation focus

Retired

Fee options

Fixed

Fixed fees for broad-based financial planning services ranging from $500 to $25,000 depending on complexity and scope

Percentage

$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: Negotiable

Commissions

Insurance commissions earned by licensed insurance agents affiliated with the firm; separate from advisory fees

Project-based

Hourly rate of $500 per hour for modular financial planning/general consulting services, negotiable

Other

Account minimum: $250,000 Minimum fee: $100 per year per account maintenance fee, which may be waived in some cases Fee-only: Financial planning fixed fees ranging from $500 to $25,000; hourly financial planning/general consulting at $500/hour (negotiable)

Main office location

Secured Retirement Advisors, LLC

6121 Excelsior Blvd

St Louis Park MN 55416, United States

Number of offices

Most active in

Arizona · California · Florida · Iowa · Minnesota · Nebraska · Ohio · Texas · Wisconsin

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (952) 460-3260

Advisors at this firm

Henry E

Series 66

St Louis Park, MN

Secured Retirement Advisors, LLC

Henry Eilefson is a financial advisor at Secured Retirement Advisors, LLC in St Louis Park, MN, holding a Series 66 designation. He joined the firm in 2026 and has prior experience with W&S Brokerage Services, Inc. and Western Southern Life. Before entering the financial industry, he was a full-time student and held roles at The College of Saint Scholastica and the Metropolitan Mosquito Control District. Secured Retirement Advisors is an SEC-registered advisory firm serving individuals, high-net-worth clients, and retirement plans. The firm offers personalized financial planning, portfolio management, third-party adviser selection, and pension consulting, using a mix of fundamental and technical analysis along with various investment strategies including options and structured products.

Retirement income strategy Annuities Options & derivatives strategies Private / alternative investments Retired

Jacob M

CFP®, CFA®, Series 63, Series 66

St Louis Park, MN

Secured Retirement Advisors, LLC

Jacob Mc Cue is a CFP® and CFA® with five years of industry experience. He is currently with Secured Retirement Advisors, LLC in St. Louis Park, MN, where he has worked since 2024. His prior experience includes roles at Thrivent Financial, LPL Financial LLC, and US Bank. Outside of his advisory work, he is involved as an independent insurance agent with Secured Retirement Associates, LLC. Secured Retirement Advisors is an SEC-registered firm serving individuals, high-net-worth clients, and retirement plans with financial planning, portfolio management, third-party adviser selection, and pension consulting. The firm employs both fundamental and technical analysis and uses a mix of long- and short-term strategies, including options and structured products, with discretionary assets over $228 million as of December 2024.

Retirement income strategy Annuities Options & derivatives strategies Private / alternative investments Retired

Joseph L

CFP®, Series 63, Series 65

St Louis Park, MN

Secured Retirement Advisors, LLC

Joseph Lucey is a CFP® with 12 years of industry experience, currently serving at Secured Retirement Advisors, LLC. He has been with Secured Retirement Associates, LLC and Secured Retirement Advisors, LLC since 2007. Outside of advisory services, he manages an insurance agency through which he sells insurance products. Secured Retirement Advisors is an SEC-registered firm that offers personalized financial planning, portfolio management, third-party adviser selection, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs both fundamental and technical analysis, including options strategies and structured products, to tailor portfolios to client objectives.

Retirement income strategy Annuities Options & derivatives strategies Private / alternative investments Retired

Dylan M

Series 63, Series 65

St Louis Park, MN

Secured Retirement Advisors, LLC

Dylan Malberg is a financial advisor at Secured Retirement Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Secured Retirement Advisors since 2016. Secured Retirement Advisors is an SEC-registered firm offering personalized financial planning, portfolio management, third-party adviser selection, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs both fundamental and technical analysis with a mix of long- and short-term strategies, including options and structured products, and manages over $228 million in discretionary assets.

Retirement income strategy Annuities Options & derivatives strategies Private / alternative investments Retired

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