Henry Eilefson
Investment adviser representative at Secured Retirement Advisors, LLC
10 yearsExperience
1 stateRegistered in
$255.1MFirm assets
5 yearsFirm in business
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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
10 years in the industry.
- Secured Retirement Advisors, LLCFeb 2026 to now
- W&s Brokerage Services, Inc.Jul 2025 to Feb 2026
- Western Southern LifeJul 2025 to Jan 2026
- UnemployedJan 2025 to Jun 2025
- The College of Saint ScholasticaAug 2024 to Dec 2024
- Core Advantage LLCMay 2024 to Jul 2024
- The College of Saint ScholasticaSep 2023 to Apr 2024
- Metropolitan Mosquito Control DistrictMay 2023 to Aug 2023
- The College of Saint ScholasticaSep 2022 to Apr 2023
- Metropolitan Mosquito Control DistrictMay 2022 to Aug 2022
- Full-time StudentMar 2016 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8152897
- Firm CRD
- 144239