Shawn Edward Thomas
Investment adviser representative at Intrua Financial
12 yearsExperience
1 stateRegistered in
$1.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Intrua FinancialNov 2023 to now
- Freedom Wealth AllianceJul 2018 to now
- LPL Financial, LLCJul 2018 to now
- Fsc Securities CorpJul 2017 to Jul 2018
- MML Investors Services, LLCMar 2017 to Jul 2017
- Metlife SecuritiesMay 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (WI).
Intrua Financial
Legal name: Intrua Financial LLC
$1.7BAssets managed
3,380Clients
36Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2253770
- Firm CRD
- 281554