Jacob T. Mccue

SECURED RETIREMENT ADVISORS

St Louis Park, MN 55416

Some features on this profile are disabled

CRD#: 7159473

Professional summary

Jacob Thomas Mccue, CFP®, who also goes by Jacob Thomas Mccue, is a registered financial advisor currently at SECURED RETIREMENT ADVISORS, LLC located in St Louis Park, Minnesota.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jacob has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Thomas Mccue

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Secured Retirement Associates, LLC; Investment-Related; St. Louis Park, MN; Insurance Agency; Independent Insurance Agent; Start Date 09/2023; Approximately 40 hours/month devoted to this business with all hours devoted during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Thomas Mccue's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 28, 2024 - Present

SECURED RETIREMENT ADVISORS, LLC

Office #1: 6121 Excelsior Blvd, St Louis Park, MN 55416

RIA

CRD#: 144239

St Louis Park, MN

Past

November 6, 2023 - October 21, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

SHAKOPEE, MN

Past

September 7, 2023 - October 21, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

SHAKOPEE, MN

Past

March 24, 2023 - August 8, 2023

NEIL JESANI WEALTH MANAGEMENT

RIA

CRD#: 322345

SUNRISE, FL

Past

August 4, 2020 - August 17, 2022

LPL FINANCIAL LLC

CRD#: 6413

BLOOMINGTON, MN

Past

November 14, 2019 - July 23, 2020

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Plymouth, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SECURED RETIREMENT ADVISORS, LLC

CRD#: 144239 / SEC#: 801-121760

RIA

Registered Investment Advisory firm - (7/14/2021 Approved)

Minnesota

Registered Investment Advisory firm - (8/12/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/23/2021 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/28/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(10/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/4/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/17/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/14/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/14/2019

Securities Industry Essentials Examination

Current Firm

SECURED RETIREMENT ADVISORS, LLC

CRD#: 144239 / SEC#: 801-121760

RIA

Registered Investment Advisory firm - (7/14/2021 Approved)

Minnesota

Registered Investment Advisory firm - (8/12/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/23/2021 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/28/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6121 Excelsior Blvd, St Louis Park, MN 55416

Mailing Address

Phone number

(952) 460-3260

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SECURED RETIREMENT ADVISORS, LLC ADV BROCHURE (2/9/2025)

Regulatory assets under management

Total Number of Accounts	1,832
AUM (Assets Under Management)	$ 228,187,558

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST. LOUIS PARK, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jacob T. Mccue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Thomas Mccue's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

NEIL JESANI WEALTH MANAGEMENT

LPL FINANCIAL LLC

KESTRA INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

SECURED RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2023

Series 63

Date: 8/17/2020

Series 7TO

Date: 11/14/2019

SIE

Date: 10/14/2019

Current Firm

SECURED RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SECURED RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors