Secured Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Fixed fees for broad-based financial planning services ranging from $500 to $25,000 depending on complexity and scope
$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
Insurance commissions earned by licensed insurance agents affiliated with the firm; separate from advisory fees
Hourly rate of $500 per hour for modular financial planning/general consulting services, negotiable
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
6121 Excelsior Blvd
St Louis Park MN 55416
Advisors at this office
5
Most active in
Arizona · California · Florida · Iowa · Minnesota · Nebraska · Ohio · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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 with one year of industry experience. His prior roles include positions at W&S BROKERAGE Services, Inc. and Western Southern Life. He has also worked in educational and public health sectors, including The College of Saint Scholastica and the Metropolitan Mosquito Control District. Secured Retirement Advisors, LLC manages approximately $255 million for around 600 clients through a team of four advisors. The firm provides personalized financial planning, discretionary and non-discretionary portfolio management, third-party adviser selection, and pension consulting services, employing a mix of fundamental and technical analysis, long- and short-term strategies, and option writing.
Michael P
CFP®, Series 66
St Louis Park, MN
Secured Retirement Advisors, LLC
Michael Poissant is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Secured Retirement Advisors, LLC. His previous roles include positions at LPL Financial, Concord Wealth Partners, Personal Wealth Partners, and H. Beck, Inc. Secured Retirement Advisors, LLC manages approximately $255 million for about 600 clients with a four-advisor team, providing personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a mix of fundamental and technical analysis and uses strategies including option writing and direct indexing, with an emphasis on transparency around performance and conflicts of interest.
Ryan F
Series 63, Series 65, Series 66
St Louis Park, MN
Secured Retirement Advisors, LLC
Ryan Fossey is a financial advisor at Secured Retirement Advisors, LLC with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Merrill, Thrivent Financial, and Fossey Capital Management, L.L.C. Fossey also served as General Manager and Portfolio Manager at FHI Group for nine years. Secured Retirement Advisors is an SEC-registered investment adviser serving approximately 600 clients with a team of four advisors. The firm provides personalized financial planning, portfolio management, third-party adviser selection, and pension consulting, employing strategies such as option writing and direct indexing tailored to client objectives and risk tolerances.
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.
Dylan M
CFP®, Series 63, Series 65
St Louis Park, MN
Secured Retirement Advisors, LLC
Dylan Malberg is a CFP® and holds Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Secured Retirement Advisors, LLC since 2016. He may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Secured Retirement Advisors manages approximately $255 million for around 600 clients, offering personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a range of investment strategies including option writing and incorporates direct-indexing and AI tools in its process.
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