| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Michael Warren Control | President | 25-50% | 2023 |
| Peter Eriksson | Chief Compliance Officer | Under 5% | 2025 |
| Richard and Sherry Morey Living Trust Control | Shareholder | 50-75% | 2017 |
Secure Retirement Financial & Insurance Services Corp. reports $84.7 million in regulatory assets under management on its Form ADV.
Secure Retirement Financial & Insurance Services Corp. reports 5 employees.
Secure Retirement Financial & Insurance Services Corp. is based in San Ramon, CA and has been SEC-registered since 2022.
Secure Retirement Financial & Insurance Services Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2333. San Ramon Valley Boulevard, Suite 250, San Ramon, CA 94583 |
| Phone | 925-855-4300 |
| Fax | 925-276-8940 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $84.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $84.7M |