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Henry Eilefson

SECURED RETIREMENT ADVISORS
ST LOUIS PARK, MN
·CRD# 8152897·1 year experience

Professional Summary

Henry Eilefson is a registered financial advisor currently at SECURED RETIREMENT ADVISORS, LLC located in St Louis Park, Minnesota. Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Henry has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

SECURED RETIREMENT ADVISORS, LLC·CRD# 144239
RIA
6121 Excelsior Blvd, St Louis Park, MN 55416
March 5, 2026 - Present
W&S BROKERAGE SERVICES, INC.·CRD# 8099
RIA
Roseville, MN
November 7, 2025 - February 9, 2026
W&S BROKERAGE SERVICES, INC.·CRD# 8099
BD
Roseville, MN
September 16, 2025 - February 9, 2026

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Current Firm

SR
SECURED RETIREMENT ADVISORS, LLC

SECURED RETIREMENT ADVISORS, LLC

CRD#: 144239 / SEC#: 801-121760
RIA
Registered Investment Advisory firm - SEC (7/14/2021 Approved)
Minnesota
Registered Investment Advisory firm - Minnesota (8/12/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/23/2021 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (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).

Contact Information

Main Address

6121 Excelsior Blvd, St Louis Park, MN 55416

Phone Number

(952) 460-3260

# of Employees

6

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SECURED RETIREMENT ADVISORS, LLC ADV BROCHURE (2/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,732

AUM (Assets Under Management)

$255,083,132

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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; Insurance Agent; Start Date 02/2026; Approximately 40 hours/month devoted to this business with all hours devoted during securities trading hours.

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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".
SR
SECURED RETIREMENT ADVISORS, LLC

SECURED RETIREMENT ADVISORS, LLC

CRD#: 144239 / SEC#: 801-121760
RIA
Registered Investment Advisory firm - SEC (7/14/2021 Approved)
Minnesota
Registered Investment Advisory firm - Minnesota (8/12/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/23/2021 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (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.
IAR
Minnesota
(3/5/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2025About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2025About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Henry Eilefson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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