JT
Joshua M. Te Stroete
INTRUA FINANCIAL
Brookfield, WI 53045
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CRD#: 7817604
JT
Professional summary
Joshua Michael Te Stroete, who also goes by Joshua Michael Testroete, is a registered financial advisor currently at INTRUA FINANCIAL located in Brookfield, Wisconsin and LPL FINANCIAL LLC located in Brookfield, Wisconsin.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Joshua has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joshua Michael Testroete
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) 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.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Michael Te Stroete'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
February 28, 2025 - Present
INTRUA FINANCIAL
Office #1: 675 North Barker Road Suite 220, Brookfield, WI 53045RIA
CRD#: 281554
Brookfield, WI
Current
February 19, 2025 - Present
LPL FINANCIAL LLC
Office #1: 675 N. Barker Road Ste. 220, Brookfield, WI 53045RIA
BD
CRD#: 6413
Brookfield, WI
Past
October 21, 2024 - January 23, 2025
HARBOUR INVESTMENTS, INC.
RIA
CRD#: 19258
MENOMONEE FALLS, WI
Past
October 21, 2024 - January 23, 2025
HARBOUR INVESTMENTS, INC.
BD
CRD#: 19258
MENOMONEE FALLS, WI
Past
April 12, 2024 - October 24, 2024
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
Kewaskum, 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
Minnesota(2/19/2025)
RR
Texas(2/19/2025)
RR
Wisconsin(2/19/2025)
IAR
Wisconsin(2/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/11/2024
General Securities Representative ExaminationGeneral 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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