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Current Employers
Intrua Financial

3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-11-20
PA RA APPROVED 2023-11-20
  • MN RA
    APPROVED
    Since 2023-11-20
  • PA RA
    APPROVED
    Since 2023-11-20

Branch Locations

Andover, MN • United States

6160 Summit Drive N, Suite 580, Minneapolis, MN 55430 • United States

3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mundaneaway, Inc. Andover MN 06/2011 Present
Liberty Advisor Managed Assets, Inc. Andover MN 07/2015 05/2022
Counsel Wealth Management, Inc. St Paul MN 01/2018 06/2020
Apw Capital, Inc. Parsippany NJ 01/2018 06/2020
Larson Wealth Partners Minneapolis MN 06/2020 03/2022
Larson Financial Group, Llc Chesterfield MO 10/2021 11/2023
Larson Network Services Chesterfield MO 10/2020 11/2023
Intrua Financial Houston TX 11/2023 Present
Lpl Financial Llc Andover MN 08/2024 Present
Vpm Partners Sedona AZ 06/2011 12/2017
  • 06/2011 → Present
    Mundaneaway, Inc.
    Andover, MN
  • 07/2015 → 05/2022
    Liberty Advisor Managed Assets, Inc.
    Andover, MN
  • 01/2018 → 06/2020
    Counsel Wealth Management, Inc.
    St Paul, MN
  • 01/2018 → 06/2020
    Apw Capital, Inc.
    Parsippany, NJ
  • 06/2020 → 03/2022
    Larson Wealth Partners
    Minneapolis, MN
  • 10/2021 → 11/2023
    Chesterfield, MO
  • 10/2020 → 11/2023
    Larson Network Services
    Chesterfield, MO
  • 11/2023 → Present
    Houston, TX
  • 08/2024 → Present
    Lpl Financial Llc
    Andover, MN
  • 06/2011 → 12/2017
    Vpm Partners
    Sedona, AZ
Previous Registrations
  • 2022-04-25 → 2023-11-20
    Minneapolis, MN
    Saint Louis, MO
  • 2016-01-13 → 2022-05-25
    Liberty Advisor Managed Assets, Inc.
    Andover, MN
  • 2020-11-06 → 2022-03-28
    Larson Wealth Partners
    Minneapolis, MN
  • 2018-05-16 → 2020-09-01
    Counsel Wealth Management, Inc.
    Arden Hills, MN
Other Businesses

1) 01/01/2024- Intrua Financial, LLC- Registered Investment Advisor DBA- INV Related- At Brookfield, WI- Start date 01/01/2024- 160 Hours Per Month- 40 Hours During Trading- I provide investment advisory services through Intrua Financial LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 08/20/2024 - Intrua Financial - Investment Related -At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:07/30/2024 - 160 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Intrua Financial LLC, an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 08/16/2024 - Chalice Network - Not Investment Related - For-Profit, Advisory Board Member - Melbourne, Florida - Start Date:09/09/2021 - 0 Hrs/Mth - 0 Hrs During Trading. This outside business activity ended 03/2026. 4) 08/16/2024 - lntrua Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/04/2024 - 160 Hrs/Mth - 40 Hrs During Trading. 5) 08/16/2024 - MundaneAway Inc - Not Investment Related - Business Owner - At Reported Business Location(s) - Start Date:07/05/2011 - 10 Hrs/Mth - 0 Hrs During Trading. 6) 08/16/2024 - Real Estate Rental - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date:11/01/2012 - 0 Hrs/Mth - 0 Hrs During Trading. 7) 08/16/2024 - Wood Equipment Rental LLC - Not Investment Related - Business Owner - At Reported Business Location(s) - Start Date:11/02/2023 - 5 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-01-08
S66 Uniform Combined State Law Examination 2010-04-24
  • S63 Uniform Securities Agent State Law Examination
    2025-01-08
  • S66 Uniform Combined State Law Examination
    2010-04-24
Other Names
  • Mitchell Alan Wood
  • Mitch Wood

View on SEC IAPD

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