Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intrua Financial charges fees for asset management, held away account services, third-party money managers, financial planning/consulting, and qualified retirement plan advisory services. The minimum account opening balance is $10,000, which may be negotiable based upon certain circumstances.
Areas of Practice
Advisor Information
Office location
675 North Barker Road, Suite 220, Brookfield, WI, 53045
Get directionsRegulatory History
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.
Learn about disclosures →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.