← Tributary

SECURED RETIREMENT ADVISORS, LLC

ST LOUIS PARK, MN · CRD 144239 · IAPD ↗ · securedretirements.com · (952) 460-3260

$255.1MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — SECURED RETIREMENT ADVISORS, LLC notice-filed in CA, IA, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — SECURED RETIREMENT ADVISORS, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2024 — SECURED RETIREMENT ADVISORS, LLC reported RAUM up 30% ($146.2M -> $190.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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