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RIA / WealthAdvisorCertified Financial Planner19 years in industry

MICHAEL PAUL POISSANT

Advisor at SECURED RETIREMENT ADVISORS, LLC

ST LOUIS PARK, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d002e905-fe2b-819c-793e-5224a3618ec7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jan 6, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SECURED RETIREMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 9, 2008
First registration: Jan 6, 2014
Dual registered: no
IAPD individual key: 4268899

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SECURED RETIREMENT ADVISORS, LLC	Independent wealth	Sep 9, 2026	n/a	yes	ST LOUIS PARK, MN	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 4, 2024	Jul 9, 2025	no	WOODBURY, MN\|PULLMAN, WA\|PULLMAN, WA\|Woodbury, MN	Previous registration
CONCORD WEALTH PARTNERS	Independent wealth	Nov 29, 2022	May 29, 2024	no	Woodbury, MN\|ABINGDON, VA	Previous registration
PERSONAL WEALTH PARTNERS LLC	Former SEC adviser	Mar 22, 2018	May 20, 2022	no	BLOOMINGTON, MN	Previous registration
H. BECK, INC.	Former SEC adviser	Jan 6, 2014	Dec 15, 2017	no	ST. PAUL, MN\|ROCKVILLE, MD\|Rockville, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	SECURED RETIREMENT ADVISORS, LLC	Jul 9, 2025	Sep 9, 2026	427	Firm change after gap	Ibd to RIA
CONCORD WEALTH PARTNERS	LPL FINANCIAL LLC	May 29, 2024	Nov 4, 2024	159	Firm change	RIA to ibd
PERSONAL WEALTH PARTNERS LLC	CONCORD WEALTH PARTNERS	May 20, 2022	Nov 29, 2022	193	Firm change	RIA to RIA
H. BECK, INC.	PERSONAL WEALTH PARTNERS LLC	Dec 15, 2017	Mar 22, 2018	97	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
172055:118643:MN:2022-05-20	May 20, 2022	Nov 29, 2022	BLOOMINGTON, MN	Firm change

Relationships

Registered with (5)

→ SECURED RETIREMENT ADVISORS, LLCRegistered adviserregistration: current employment
Sep 9, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 4, 2024 to Jul 9, 2025factForm ADV
→ CONCORD WEALTH PARTNERSRegistered adviserregistration: previous registration
Nov 29, 2022 to May 29, 2024factForm ADV
→ PERSONAL WEALTH PARTNERS LLCRegistered adviserregistration: previous registration
Mar 22, 2018 to May 20, 2022factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Jan 6, 2014 to Dec 15, 2017factForm ADV

Dated events

Occurred
Jul 9, 2025
Advisor changed firm
Michael Paul Poissant left Lpl Financial Llc for Secured Retirement Advisors, Llc (registered 2026-09-09)
Form ADVobserved 5 days ago
Occurred
May 29, 2024
Advisor changed firm
Michael Paul Poissant left Concord Wealth Partners for Lpl Financial Llc (registered 2024-11-04)
Form ADVobserved 5 days ago
Occurred
May 20, 2022
Advisor changed firm
Michael Paul Poissant left Personal Wealth Partners Llc for Concord Wealth Partners (registered 2022-11-29)
Form ADVobserved 5 days ago