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Securus Wealth Management, LLC

Company Details

Name: Securus Wealth Management, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 13 Mar 2006 (19 years ago)
Company Number: 0925d543-8dd4-e011-a886-001ec94ffe7f
File Number: 1753617-2
Registered Office Address: 3340 Annapolis N #B, Plymouth, MN 55447, USA
Principal Executive Office Address: STE B, 3340 ANNAPOLIS LN N, PLYMOUTH, MN 55447–5373, USA
ZIP code: 55447
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SECURUS WEALTH MANAGEMENT, LLC RETIREMENT PLAN 2017 203967578 2018-08-07 SECURUS WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 523900
Sponsor’s telephone number 7632317880
Plan sponsor’s address 3340 ANNAPOLIS LANE NORTH, SUITE B, PLYMOUTH, MN, 55447

Signature of

Role Plan administrator
Date 2018-08-07
Name of individual signing KRISTEN MUELLER
Valid signature Filed with authorized/valid electronic signature
SECURUS WEALTH MANAGEMENT, LLC RETIREMENT PLAN 2017 203967578 2018-06-25 SECURUS WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 523900
Sponsor’s telephone number 7632317880
Plan sponsor’s address 3340 ANNAPOLIS LANE NORTH, SUITE B, PLYMOUTH, MN, 55447

Signature of

Role Plan administrator
Date 2018-06-25
Name of individual signing KRISTEN MUELLER
Valid signature Filed with authorized/valid electronic signature
SECURUS WEALTH MANAGEMENT, LLC RETIREMENT PLAN 2016 203967578 2017-06-20 SECURUS WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 523900
Sponsor’s telephone number 7632317880
Plan sponsor’s address 3340 ANNAPOLIS LANE NORTH, SUITE B, PLYMOUTH, MN, 55447

Signature of

Role Plan administrator
Date 2017-06-20
Name of individual signing KRISTEN MUELLER
Valid signature Filed with authorized/valid electronic signature
SECURUS WEALTH MANAGEMENT, LLC RETIREMENT PLAN 2015 203967578 2016-05-31 SECURUS WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 523900
Sponsor’s telephone number 7632317880
Plan sponsor’s address 3340 ANNAPOLIS LANE NORTH, SUITE B, PLYMOUTH, MN, 55447

Signature of

Role Plan administrator
Date 2016-05-31
Name of individual signing KRISTEN MUELLER
Valid signature Filed with authorized/valid electronic signature
SECURUS WEALTH MANAGEMENT, LLC RETIREMENT PLAN 2014 203967578 2015-05-15 SECURUS WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 523900
Sponsor’s telephone number 7632317880
Plan sponsor’s address 3340 ANNAPOLIS LANE NORTH, SUITE B, PLYMOUTH, MN, 55447

Signature of

Role Plan administrator
Date 2015-05-15
Name of individual signing KRISTEN MUELLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-15
Name of individual signing JAMES GOODLAND
Valid signature Filed with authorized/valid electronic signature
SECURUS WEALTH MANAGEMENT, LLC RETIREMENT PLAN 2013 203967578 2014-06-17 SECURUS WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 523900
Sponsor’s telephone number 7632317880
Plan sponsor’s address 3340 ANNAPOLIS LANE NORTH, SUITE B, PLYMOUTH, MN, 55447

Signature of

Role Plan administrator
Date 2014-06-17
Name of individual signing KRISTEN MUELLER
Valid signature Filed with authorized/valid electronic signature
SECURUS WEALTH MANAGEMENT, LLC RETIREMENT PLAN 2012 203967578 2013-07-08 SECURUS WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 523900
Sponsor’s telephone number 7632317880
Plan sponsor’s address 3340 ANNAPOLIS LANE NORTH, SUITE B, PLYMOUTH, MN, 55447

Signature of

Role Plan administrator
Date 2013-07-08
Name of individual signing KRISTEN MUELLER
Valid signature Filed with authorized/valid electronic signature
SECURUS WEALTH MANAGEMENT, LLC RETIREMENT PLAN 2011 203967578 2012-07-27 SECURUS WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 523900
Sponsor’s telephone number 7632317880
Plan sponsor’s address 3340 ANNAPOLIS LANE NORTH, SUITE B, PLYMOUTH, MN, 55447

Plan administrator’s name and address

Administrator’s EIN 203967578
Plan administrator’s name SECURUS WEALTH MANAGEMENT, LLC
Plan administrator’s address 3340 ANNAPOLIS LANE NORTH, SUITE B, PLYMOUTH, MN, 55447
Administrator’s telephone number 7632317880

Signature of

Role Plan administrator
Date 2012-07-27
Name of individual signing KRISTEN MUELLER
Valid signature Filed with authorized/valid electronic signature
SECURUS WEALTH MANAGEMENT, LLC RETIREMENT PLAN 2010 203967578 2011-07-21 SECURUS WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 523900
Sponsor’s telephone number 7632317880
Plan sponsor’s address 3340 ANNAPOLIS LANE NORTH, SUITE B, PLYMOUTH, MN, 55447

Plan administrator’s name and address

Administrator’s EIN 203967578
Plan administrator’s name SECURUS WEALTH MANAGEMENT, LLC
Plan administrator’s address 3340 ANNAPOLIS LANE NORTH, SUITE B, PLYMOUTH, MN, 55447
Administrator’s telephone number 7632317880

Signature of

Role Plan administrator
Date 2011-07-21
Name of individual signing KRISTEN MUELLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-21
Name of individual signing KRISTEN MUELLER
Valid signature Filed with authorized/valid electronic signature
SECURUS WEALTH MANAGEMENT, LLC RETIREMENT PLAN 2009 203967578 2010-07-21 SECURUS WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-10-01
Business code 523900
Sponsor’s telephone number 7632317880
Plan sponsor’s address 3340 ANNAPOLIS LANE N SUITE B, PLYMOUTH, MN, 55447

Plan administrator’s name and address

Administrator’s EIN 203967578
Plan administrator’s name SECURUS WEALTH MANAGEMENT, LLC
Plan administrator’s address 3340 ANNAPOLIS LANE N SUITE B, PLYMOUTH, MN, 55447
Administrator’s telephone number 7632317880

Signature of

Role Plan administrator
Date 2010-07-21
Name of individual signing KRISTEN M MUELLER
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
JAMES GOODLAND Manager STE B, 3340 ANNAPOLIS LN N, PLYMOUTH, MN 55447–5373, USA

Agent

Name Role
James D Goodland Agent

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Annual Reinstatement - Limited Liability Company (Domestic) 2010-03-12
Registered Office and/or Agent - Limited Liability Company (Domestic) 2010-03-12
Administrative Termination - Limited Liability Company (Domestic) 2008-01-07
Original Filing - Limited Liability Company (Domestic) 2006-03-13
Limited Liability Company (Domestic) Business Name (Business Name: Securus Wealth Management, LLC) 2006-03-13

Date of last update: 31 Dec 2024

Sources: Minnesota's Official State Website