Joseph Scott Lucey

Employer firm

Secured Retirement Advisors, LLC CRD 144239

$255M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → Present
  Secured Retirement Advisors, Llc
  St. Louis Park, MN
• 05/2007 → Present
  Secured Retirement Associates, Llc
  St Louis Park, MN

Other Businesses

SECURED RETIREMENT ASSOCIATES, LLC - INVESTMENT RELATED - ST LOUIS PARK, MN - INSURANCE AGENCY - MANAGING MEMBER - 05/2007 - 100 HOURS/MONTH - 100/MONTH DURING TRADING HOURS - MR. LUCEY SELLS INSURANCE PRODUCTS THROUGH THIS COMPANY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-16
• S63 Uniform Securities Agent State Law Examination
  1994-12-23

Designations

• Certified Financial Planner