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Gerald G. Schuelke
INTRUA FINANCIAL
Brookfield, WI 53045
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CRD#: 1112588
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Professional summary
Gerald Gene Schuelke, who also goes by Jerry Schuelke, is a registered financial advisor currently at INTRUA FINANCIAL located in Brookfield, Wisconsin and LPL FINANCIAL LLC located in Brookfield, Wisconsin.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Gerald has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22, Series 6, Series 9, Series 10 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jerry Schuelke
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)07/2019 - Freedom Wealth Alliance, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA for LPL Business (entity for LPL business) - STARTED: 7/12/2019 - 1 HR/MO DURING TRADING. 2)07/2019 - Freedom Wealth Alliance, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - INSURANCE AGENT - STARTED: 7/12/2019 - 4 HRS/MO; 1 HR DURING TRADING 3)01/22/2024 - INTRUA FINANCIAL - INV RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - IAR - STARTED: 11/13/2023 - 175 HRS/MO; 160 HRS DURING TRADING - I provide investment advisory services through FIintrua financialM], an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 175 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)01/22/2024 - INTRUA FINANCIAL DBA Freedom Wealth Alliance - INV RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED: 8/1/2023 - 180 HRS/MO; 160 HRS DURING TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Gene Schuelke's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 13, 2023 - Present
INTRUA FINANCIAL
Office #1: 675 North Barker Road Suite 220, Brookfield, WI 53045RIA
CRD#: 281554
Brookfield, WI
Current
July 26, 2019 - Present
LPL FINANCIAL LLC
Office #1: 675 N. Barker Road Ste. 220, Brookfield, WI 53045RIA
BD
CRD#: 6413
Brookfield, WI
Past
August 6, 2019 - December 12, 2023
FREEDOM WEALTH ALLIANCE
RIA
CRD#: 170456
Brookfield, WI
Past
June 7, 2012 - August 2, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
MILWAUKEE, WI
Past
March 28, 2002 - June 4, 2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
MILWAUKEE, WI
Past
September 3, 1992 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
September 3, 1992 - August 2, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Past
November 6, 1991 - July 16, 1992
B. C. ZIEGLER AND COMPANY
BD
CRD#: 61
CHICAGO, IL
Past
September 4, 1990 - January 28, 1991
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
April 7, 1987 - September 4, 1990
BLUNT ELLIS & LOEWI INCORPORATED
BD
CRD#: 7580
Past
October 16, 1984 - April 21, 1987
G. R. PHELPS & CO., INC.
BD
CRD#: 173
Past
March 31, 1983 - March 21, 1984
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/26/2019)
RR
Georgia(2/7/2025)
RR
Illinois(8/7/2019)
RR
Wisconsin(7/26/2019)
IAR
Wisconsin(11/13/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/18/1993
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
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Contact information
Main Address
3737 Buffalo Speedway Suite 400, Houston, TX 77098
Mailing Address
Phone number
(713) 355-9910
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,051 |
| AUM (Assets Under Management) | $ 1,212,765,982 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTRUA FINANCIAL
CRD#: 281554Brookfield, WI 53045TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
