Gerald Schuelke
Gerald Schuelke is a registered investment advisor at Intrua Financial, based in Houston, TX, with 41 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,227 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intrua Financial manages investment portfolios for a fee based on the amount you invest. The fee is calculated as a percentage of your portfolio and is charged monthly or quarterly. The exact percentage may be negotiable.
Location
3737 Buffalo Speedway, Suite 400, Houston, TX, 77098
Get directionsHistory
Regulatory History (2)
Regulatory
June 2012Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Gerald operates his LPL business under the DBA Freedom Wealth Alliance, LLC since 2019, dedicating minimal time. He is also an IAR for Intrua Financial DBA Freedom Wealth Alliance, dedicating full-time hours to investment advisory services.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
Previous Registrations
Freedom Wealth Alliance
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
B. C. Ziegler and CompanyBroker
Kemper Securities Group, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
Connecticut Mutual Financial Services, INC.Broker
Nml Equity Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.