Darren Joel Liberski
Advisor at intrua Financial — Brookfield, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
27 years
Location
Brookfield, WI 53045
intrua Financial
Multi-team
Darren Liberski is a financial advisor with intrua Financial and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including roles at LPL Financial and Freedom Wealth Alliance. He also serves as a notary public in addition to his advisory work. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management along with comprehensive financial planning and retirement plan consulting.
Based on intrua Financial
Based on intrua Financial
Comprehensive financial plans for fixed fees ranging from $250 to $35,000 (negotiable); annual flat fees for ongoing financial planning (negotiable, prorated).
Up to 2.50% annually (negotiable)
Insurance commissions earned by licensed insurance agents affiliated with the firm.
Up to $250 per hour for financial planning and qualified retirement plan advisory services (negotiable).
Account minimum: $10,000 Fee-only: Asset management fees charged monthly or quarterly in arrears, prorated; financial planning fixed fees $250 to $35,000 (negotiable); hourly fees up to $250.
Brookfield, WI
675 North Barker Road
Brookfield WI 53045
Advisors at this office
6
Texas · Wisconsin
27 years of industry experience
intrua Financial
2023 - Present • 3 years
Houston, TX
LPL Financial, llc
2014 - Present • 12 years
Brookfield, WI
Freedom Wealth Alliance
2014 - 2023 • 9 years
Brookfield, WI
Nations Financial Group, Inc.
2013 - 2014 • 1 year
Brookfield, WI
Disciplined Financial Services, Inc.
2006 - 2013 • 7 years
Brookfield, WI
Chase Investment Services Corp.
2006 - 2006 • 1 year
Brookfield, WI
Banc One Securities Corporation
2004 - 2006 • 2 years
Milwaukee, WI
Strong Capital Management Inc
2000 - 2004 • 4 years
Menomonee Falls, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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