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SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

SAN RAMON, CA · CRD 132777 · IAPD ↗ · secureretire.com · 925-855-4300

$102.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
May 2026 — SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.