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SECURUS WEALTH MANAGEMENT, LLC
SECURUS WEALTH MANAGEMENT, LLC
PLYMOUTH, Minnesota
·
3 registered advisors
·
CRD# 138919
SEC# 801-65912
763-231-7880
01
Firm Overview
AUM
$118M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PORTIONS OF 3RD PARTY ADVISORY FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at SECURUS WEALTH MANAGEMENT, LLC
3 registered advisors
Howard Deen Richards
PLYMOUTH, Minnesota
CRD# 2172691
James David Goodland
PLYMOUTH, Minnesota
CRD# 2385266
Kristen Marie Mueller
PLYMOUTH, Minnesota
CRD# 5561155
05
Office Locations
PLYMOUTH, Minnesota
3 advisors
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Data sourced from SEC Form ADV filings. SECURUS WEALTH MANAGEMENT, LLC (CRD# 138919) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.