We’ve Moved! 6121 Excelsior Blvd. St. Louis Park, MN 55416

market update

Secured Retirement Lunch & Learn’s are Returning, July 26th

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Lunch & learns are back at Secured Retirement. Would you please stop by and see our new location and classroom?  Exciting news, we can now Livestream the event if you are unable to make it in person.
 
We are pleased to announce that our presenter will be our own Chief Investment Strategist, Nathan Zeller, CFA®, CFP®.  Get the latest market updates and hear first-hand Nathan’s investment philosophy on how he will be managing funds exclusively for clients of Secured Retirement.
 
Nathan Zeller comes to Secured Retirement with decades of experience managing funds at some of the largest financial institutions in the country.  His areas of expertise include portfolio management, asset allocation, security analysis, manager selection, and due diligence. This timely update will cover how we are currently positioning portfolios for growth while managing volatility.  We will discuss risks in the markets, including how this could impact your investments and our thoughts on capitalizing on opportunities. Those who choose to attend our Lunch & Learn event in person will begin at 12PM at our St. Louis Park location.  Lunch will be served at this free event.  You can also choose to watch via Livestream.

Hear our investment outlook and learn more about Secured Retirement’s investment strategies on Monday, July 26.  Make sure to save your seat.  Call now to register at (952) 460-3260.

Don’t miss your opportunity to meet Nathan Zeller and see the new Secured Retirement Classroom!

To view the Livestream, please Click Here.


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Danielle Christensen

Paraplanner

Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.

Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka.  In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!