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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-29 |
| WI | RA | APPROVED | 2023-11-28 |
Branch Locations
675 North Barker Road Suite 220, Brookfield, WI 53045 • United States
3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Brookfield | WI | 08/2016 | Present |
| Freedom Wealth Alliance | Brookfield | WI | 08/2016 | 12/2023 |
(1) 08/12/2016: No Business Name - Musician - Investment Related - Oconomowoc, WI - Started 01/01/1980 - 20 Hr/Mo; 0 Hours During Securities Trading; 5% Time Spent (2) 08/12/2016: Freedom Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - 675 N. Barker Road, Ste 220, Brookfield, WI 53045 - Started 08/10/2016 - 160 Hr/Mo; 40 Hours During Securities Trading; 100% Time Spent (3) 10/28/2016: Windy City Financial Partners - Non-Variable Insurance - Investment Related - 675 N Barker Road, Suite 220, Brookfield, WI 53045 - Start 10/07/2016 - 2 Hr/Mo; 2 Hour(s) During Securities Trading - Licensed Agent, not paid at the carrier level, no an owner. INS Types: Life, LTC, Fixed Annuities (4) 10/24/2018 - Kuhtz Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/15/2018 - 160 Hours Per Month/160 Hours During Trading. (5) 11/21/2023 - Intrua Financial LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/01/2023 - 100 Hours Per Month/ 5 Hours 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) 01/30/2024 - Intrua Financial DBA Freedom Wealth Alliance - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started: 1/1/2024 - 240 hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-10-24 |
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