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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-28 |
Branch Locations
3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
675 North Barker Road Suite 220, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winnebago Community Credit Union | Oshkosh | WI | 05/2023 | 10/2023 |
| Delaware North | Green Bay | WI | 07/2022 | 10/2023 |
| Calhoun Beach Club | Oshkosh | WI | 08/2022 | 10/2023 |
| University Of Wisconsin Oshkosh | Oshkosh | WI | 08/2019 | 12/2023 |
| Cedar Grove-Belgium Public School System | Cedar Grove | WI | 09/2010 | 05/2019 |
| Piggly Wiggly Midwest | Sheboygan | WI | 05/2019 | 08/2022 |
| Silbernagel Group | Kewaskum | WI | 10/2023 | 10/2024 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 03/2024 | 10/2024 |
| Harbour Investments, Inc | Madison | WI | 10/2024 | 01/2025 |
| E2 Retirement Consulting | Menomonee Falls | WI | 10/2024 | 01/2025 |
| Lpl Financial Llc | Brookfield | WI | 02/2025 | Present |
1) 03/04/2025- Intrua Financial, LLC- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 01/29/2025- 160 Hours Per Month- 6.5 During Trading- I provide investment advisory services through Intrua Financial LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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) 03/04/2025- Intrua Financial LLC- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/27/2025- 160 Hours Per Month- 6.5 Hours During Trading- I provide investment advisory services through Intrua Financial LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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. 3) 03/04/2025- Intrua Financial, LLC- Registered Investment Advisor - Freedom Wealth Alliance- INV Related- At Reported Business Location(s)- Start date 01/29/2025- 160 Hours Per Hour- I provide investment advisory services through Intrua Financial LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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. 4) 11/10/2025 - Josh Te Stroete is also employed part-time as a high school wrestling coach for Cedar Grove-Belgium High School in Cedar Grove, WI. This position is unrelated to the firm's advisory business and does not involve the provision of investment advice or securities-related activities. The time devoted to this activity is limited and does not interfere with his responsibilities to advisory clients. Joshua Te Stroete receives compensation from the school district for this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-05 |
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