DL
DL

Darren Joel Liberski

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,227 clients
Average Client Portfolio
$376K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$10K
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Location

675 North Barker Road, Suite 220, Brookfield, WI, 53045

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History

Regulatory History
Clean regulatory record

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.

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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.

Employment History
Current Registrations
Intrua Financial
November 2023 - Present · 2 yrs 3 mos
LPL Financial LLCBroker
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Freedom Wealth Alliance
September 2014 - December 2023 · 9 yrs 3 mos
Nations Financial Group, INC.
August 2013 - September 2014 · 1 yr 1 mo
Disciplined Financial Services, INC
June 2006 - December 2013 · 7 yrs 6 mos
Nations Financial Group, INC.Broker
June 2006 - September 2014 · 8 yrs 3 mos
Chase Investment Services CORP.Broker
March 2006 - May 2006 · 2 mos
Chase Investment Services CORP.
March 2006 - May 2006 · 2 mos
Banc One Securities Corporation
October 2004 - March 2006 · 1 yr 5 mos
Banc One Securities CorporationBroker
September 2004 - March 2006 · 1 yr 6 mos
Strong Capital Management INC
September 2000 - September 2004 · 4 yrs
Strong Investments, INC.Broker
December 1998 - September 2004 · 5 yrs 9 mos
State Registrations11 states
AZCAFLILMIMNMONCTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.