Michael Paul Poissant
Investment adviser representative at Secured Retirement Advisors, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$255.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Secured Retirement Advisors, LLCAug 2026 to now
- UnemployedJul 2025 to Aug 2026
- LPL Financial, LLCOct 2024 to Jul 2025
- UnemployedMay 2024 to Oct 2024
- Concord Wealth PartnersAug 2022 to May 2024
- UnemployedJun 2022 to Aug 2022
- LPL Financial LLCDec 2017 to Jun 2022
- Personal Wealth Partners, LLCDec 2017 to May 2022
- H. Beck, Inc.Mar 2007 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
Secured Retirement Advisors, LLC
$255.1MAssets managed
602Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4268899
- Firm CRD
- 144239