DL
Darren J. Liberski
INTRUA FINANCIAL
Brookfield, WI 53045
Some features on this profile are disabled
CRD#: 3156961
DL
Professional summary
Darren Joel Liberski is a registered financial advisor currently at INTRUA FINANCIAL located in Brookfield, Wisconsin and LPL FINANCIAL LLC located in Brookfield, Wisconsin.
Darren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Darren has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) 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.
CRS (Client Relationship Summary) - RIA
Click below to view Darren Joel Liberski'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
September 30, 2014 - Present
LPL FINANCIAL LLC
Office #1: 675 N. Barker Road Ste. 220, Brookfield, WI 53045RIA
BD
CRD#: 6413
Brookfield, WI
Past
September 30, 2014 - December 12, 2023
FREEDOM WEALTH ALLIANCE
RIA
CRD#: 170456
BROOKFIELD, WI
Past
August 12, 2013 - September 30, 2014
NATIONS FINANCIAL GROUP, INC.
RIA
CRD#: 44181
BROOKFIELD, WI
Past
June 6, 2006 - December 31, 2013
DISCIPLINED FINANCIAL SERVICES, INC
RIA
CRD#: 42727
BROOKFIELD, WI
Past
June 1, 2006 - September 30, 2014
NATIONS FINANCIAL GROUP, INC.
BD
CRD#: 44181
BROOKFIELD, WI
Past
March 17, 2006 - May 25, 2006
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
BROOKFIELD, WI
Past
March 17, 2006 - May 25, 2006
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
BROOKFIELD, WI
Past
October 5, 2004 - March 14, 2006
BANC ONE SECURITIES CORPORATION
RIA
CRD#: 16999
MILWAUKEE, WI
Past
September 27, 2004 - March 14, 2006
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
MILWAUKEE, WI
Past
September 1, 2000 - September 13, 2004
STRONG CAPITAL MANAGEMENT INC
RIA
CRD#: 106638
MENOMONEE FALLS, WI
Past
December 16, 1998 - September 13, 2004
STRONG INVESTMENTS, INC.
BD
CRD#: 15658
MENOMONEE FALLS, WI
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
Arizona(8/31/2016)
RR
California(10/1/2020)
RR
Florida(2/4/2016)
RR
Illinois(9/30/2014)
RR
Michigan(9/30/2014)
RR
Minnesota(9/13/2016)
RR
Missouri(1/10/2017)
RR
North Carolina(1/20/2021)
RR
Texas(10/1/2020)
IAR
Texas(11/29/2023)
RR
Virginia(11/11/2016)
RR
Wisconsin(9/30/2014)
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
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
Registered Investment Advisory firm - (10/23/2015 Approved)Upgrade to AdvisorCheck Premium
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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
