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Darren Liberski

Intrua Financial
27 Years of Experience
Germantown, WI
BrokerSells Insurance
View SEC Summary
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Darren Liberski is a registered investment advisor at Intrua Financial, based in Germantown, WI, with 27 years of industry experience. Darren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 3,380 clients with $1.7B in assets under management.

Intrua Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,380 clients
Average Client Portfolio
$517K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual asset management fees are based on the amount of money invested and will not exceed 2.50%. Fees are negotiable depending on certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Germantown, WI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Darren operates Freedom Wealth Alliance as a DBA for his LPL business and Intrua Financial DBA Freedom Wealth Alliance as a registered investment advisor DBA. He also provides investment advisory services through Intrua Financial LLC, spending about two-thirds of his time on this activity, and sells life, health, long-term care, and fixed annuity insurance products, dedicating minimal time to this.

Employment History
Current Registrations
Intrua Financial
November 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Freedom Wealth Alliance
September 2014 - December 2023 · 9 yrs 3 mos
Nations Financial Group, INC.
August 2013 - September 2014 · 1 yr 1 mo
Disciplined Financial Services, INC
June 2006 - December 2013 · 7 yrs 6 mos
Nations Financial Group, INC.Broker
June 2006 - September 2014 · 8 yrs 3 mos
Chase Investment Services CORP.
March 2006 - May 2006 · 2 mos
Chase Investment Services CORP.Broker
March 2006 - May 2006 · 2 mos
Banc One Securities Corporation
October 2004 - March 2006 · 1 yr 5 mos
Banc One Securities CorporationBroker
September 2004 - March 2006 · 1 yr 6 mos
Strong Capital Management INC
September 2000 - September 2004 · 4 yrs
Strong Investments, INC.Broker
December 1998 - September 2004 · 5 yrs 9 mos
State Registrations11 states
AZCAFLILMIMNMONCTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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