Bradford
Aylin

Secured Retirement Advisors, LLC

CRD#7476230
Investment Advisor
in Minneapolis, MN

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About this Advisor

Bradford Aylin is a financial advisor operating out of Minneapolis, Minnesota with 2 years of industry experience. Aylin is an advisor for Secured Retirement Advisors, LLC. Their career trajectory has included roles at Northfield Middle High School, University Of St. Thomas, Us Bank and Secured Retirement Advisors, LLC. Aylin maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Minnesota. Secured Retirement Advisors, LLC is a business headquartered in Minneapolis, MN. It has a total of eight employees. It has $146 million in assets under management across its 1,535 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,535 client accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on the type of services provided. Fees billed by Secured Retirement Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6121 Excelsior Blvd
Minneapolis, MN 55416

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Secured Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$146,238,414

MN Average: $5,289,111,388
Total Number of Employees

8

MN Average: 157
Total Number of Accounts

1,535

MN Average: 8,262
Average Account Size

$95,269

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Bradford Aylin Work History

Bradford has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Secured Retirement Advisors, LLC

2021 - Present (3 years)

Secured Retirement Advisors, LLC

2018 - 2021 (3 years)

Us Bank

2016 - 2020 (4 years)

University Of St. Thomas

2011 - 2016 (5 years)

Northfield Middle High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bradford Aylin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Secured Retirement Advisors, LLC

Dylan Malberg
Minneapolis, MN
Eric Swift
Minneapolis, MN
Bradford Aylin
Minneapolis, MN
Dominique Villaume
Minneapolis, MN
Nathan Zeller
Minneapolis, MN
Anthony Whalen
Minneapolis, MN
Joseph Lucey
Minneapolis, MN
Ryan Dillon
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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