RIA Intelligence

SECURED RETIREMENT ADVISORS, LLC

CRD #144239 SEC #801-121760 ST LOUIS PARK, MN (952) 460-3260
SEC Registered
Total AUM
$228.2M
Discretionary
$228.2M
Employees
9
Clients
0
Accounts
1,832

Firm Details

Organization Type
Limited Liability Company
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LUCEY, JOSEPH, SCOTTICEO/CHIEF COMPLIANCE OFFICERNA Control
LUCEY, JOSEPH, SCOTTICEO, PRESIDENT, AND CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO, PRESIDENT, AND CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO, PRESIDENT, AND CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO, PRESIDENT, AND CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO, PRESIDENT, AND CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO, PRESIDENT, AND CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO, PRESIDENT, AND CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO, PRESIDENT, AND CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO, PRESIDENT, AND CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO, PRESIDENT, AND CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO/CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO/CHIEF COMPLIANCE OFFICERE Control
LUCEY, JOSEPH, SCOTTICEO/CHIEF COMPLIANCE OFFICERE Control
SECURED RETIREMENT ASSOCIATES, LLCDEMANAGING MEMBERE Control

Registrations

Federal

IA
Mar 21, 2025 REGISTERED

Notice Filings (6)

AZ FL MN NE TX WI

Address

6121 EXCELSIOR BLVD
ST LOUIS PARK, MN 55416
United States
Phone: (952) 460-3260