CRD: 144239
Secured Retirement Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-11-2014
- Office Locations
- 1
Office Locations
About Secured Retirement Advisors, LLC
Secured Retirement Advisors (Secured Retirement) is a Minneapolis-area retirement planning and wealth management firm focused on families transitioning into retirement. Led by a CFP professional held to a fiduciary standard, its proprietary TaxSmart Retirement Program centers on tax and retirement income planning to help clients maintain their lifestyle through retirement. Portfolios commonly use ETFs and mutual funds, with assets custodied at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH SCOTT LUCEY
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2568779
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Henry Eilefson
Client Services Advisor
- CRD
- #8152897
DYLAN LOWELL MALBERG
Fiduciary Advisor
- CRD
- #6297351
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,083,132 | $147,277 |
| Non-Discretionary | $0 | -- |
| Total | $255,083,132 | $147,277 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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