Unclaimed Profile

Mitchell Alan Wood

INTRUA FINANCIAL LLC·HOUSTON, Texas

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 66Clean record10 years registeredINTRUA FINANCIAL LLC

3737 BUFFALO SPEEDWAY, HOUSTON, TX 77098CRD# 5029363Firm CRD# 281554

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mitchell Alan Wood · HOUSTON, TX

Registration

CRD #5029363 · INTRUA FINANCIAL LLC · 10 years registered

Brand Profile

Not yet started

Career History

INTRUA FINANCIAL

Nov 2023 – present

LARSON FINANCIAL GROUP, LLC

Apr 2022 – Nov 2023

Minneapolis, MN

LARSON WEALTH PARTNERS

Nov 2020 – Mar 2022

MINNEAPOLIS, MN

COUNSEL WEALTH MANAGEMENT, INC.

May 2018 – Sep 2020

ARDEN HILLS, MN

LIBERTY ADVISOR MANAGED ASSETS, INC.

Jan 2016 – May 2022

ANDOVER, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 66

Registration record

First registered · January 13, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTRUA FINANCIAL LLC

CRD 281554 · SEC 801-106767

AUM

$1.7B

Regulatory assets under management

Employees

7,354 client accounts

Services offered by INTRUA FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTRUA FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Mitchell Alan Wood offer?

Mitchell Alan Wood specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Mitchell Alan Wood's credentials?

Mitchell Alan Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mitchell Alan Wood located?

Mitchell Alan Wood is based in HOUSTON, Texas, working with INTRUA FINANCIAL LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Mitchell Alan Wood charge for services?

Mitchell Alan Wood's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTRUA FINANCIAL LLC?

INTRUA FINANCIAL LLC has approximately 52 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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