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Darren Joel Liberski

Intrua Financial

Germantown, WI

Brookfield, WI

Houston, TX

CRD 3156961

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Employer firm

Intrua Financial CRD 281554

$1.75B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Intrua Financial

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-29
WI RA APPROVED 2023-11-13
  • TX RA
    APPROVED_RES
    Since 2023-11-29
  • WI RA
    APPROVED
    Since 2023-11-13

Branch Locations

Germantown, WI • United States

675 North Barker Road Suite 220, Brookfield, WI 53045 • 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
Lpl Financial, Llc Brookfield WI 09/2014 Present
Freedom Wealth Alliance Brookfield WI 09/2014 Present
Intrua Financial Houston TX 10/2023 Present
  • 09/2014 → Present
    Lpl Financial, Llc
    Brookfield, WI
  • 09/2014 → Present
    Freedom Wealth Alliance
    Brookfield, WI
  • 10/2023 → Present
    Houston, TX
Previous Registrations
  • 2014-09-30 → 2023-12-12
    Freedom Wealth Alliance
    Brookfield, WI
  • 2013-08-12 → 2014-09-30
    Brookfield, WI
  • 2006-06-06 → 2013-12-31
    Disciplined Financial Services, Inc.
    Brookfield, WI
    Brookfield, WI
  • 2006-03-17 → 2006-05-25
    Chase Investment Services Corp.
    Brookfield, WI
  • 2004-10-05 → 2006-03-14
    Banc One Securities Corporation
    Milwaukee, WI
    Milwaukee, WI
  • 2000-09-01 → 2004-09-13
    Strong Capital Management Inc
    Menomonee Falls, WI
Other Businesses

1) 09/30/2014: FREEDOM WEALTH ALLIANCE - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 07/31/2014 - 20% OF TIME SPENT 2) 03/04/2015: PHOENIX RISING WEALTH MANAGEMENT, INC. - IVN REL - AT REPORTED BUSINESS LOCATION(S) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/01/2015 - NO TIME SPENT 3) 07/08/2015: FINANCIAL STRATEGIES GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 06/16/2015 - 1 HR/MO ALL DURING SECS TRDG HRS - INS TYPES: LIFE, HEALTH, LONG-TERM CARE, FIXED ANNUITIES. 4) 5/11/2017 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 04/11/2017 - 1 Hour Per Month During Securities Trading. 5) 11/21/2023: Intrua Financial LLC; At reported business location(s); Registered Investment Advisor; IAR; Inv. related; start date 10/1/2023; 100hrs/mo.; 5hrs during trading; I provide investment advisory services through Intrua Financial LLC, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 100 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. 6) 01/19/2024 - Intrua Financial DBA Freedom Wealth Alliance - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started: 1/18/2024 - 140 Hrs/mo; 7 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-25
S63 Uniform Securities Agent State Law Examination 1998-12-22
  • S66 Uniform Combined State Law Examination
    2000-08-25
  • S63 Uniform Securities Agent State Law Examination
    1998-12-22

View on SEC IAPD

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