Gerald Gene Schuelke

Intrua Financial

41 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth

Intrua Financial

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

36 advisors

Number of Clients

3,227 clients

Average Client Portfolio

$376K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$10K

Location

3737 Buffalo Speedway, Suite 400, Houston, TX, 77098

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

June 2012

Final

Customer Dispute

January 2009

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Gerald operates his LPL business under the DBA Freedom Wealth Alliance, LLC since 2019, dedicating minimal time. He is also an IAR for Intrua Financial DBA Freedom Wealth Alliance, dedicating full-time hours to investment advisory services.

Employment History

Current Registrations

Intrua Financial

November 2023 - Present · 2 yrs 3 mos

LPL Financial LLCBroker

July 2019 - Present · 6 yrs 7 mos

Previous Registrations

Freedom Wealth Alliance

August 2019 - December 2023 · 4 yrs 4 mos

B. C. Ziegler and CompanyBroker

November 1991 - July 1992 · 8 mos

Kemper Securities Group, INC.Broker

September 1990 - January 1991 · 4 mos

Blunt Ellis & Loewi IncorporatedBroker

April 1987 - September 1990 · 3 yrs 5 mos

Connecticut Mutual Financial Services, INC.Broker

October 1984 - April 1987 · 2 yrs 6 mos

Nml Equity Services, INC.Broker

March 1983 - March 1984 · 1 yr

State Registrations4 states

FLGAILWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.