Mitchell Alan Wood
Investment adviser representative at Intrua Financial
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- LPL Financial LLCAug 2024 to now
- Intrua FinancialNov 2023 to now
- Mundaneaway, Inc.Jun 2011 to now
- Larson Financial Group, LLCOct 2021 to Nov 2023
- Larson Network ServicesOct 2020 to Nov 2023
- Larson Wealth PartnersJun 2020 to Mar 2022
- Apw Capital, Inc.Jan 2018 to Jun 2020
- Counsel Wealth Management, Inc.Jan 2018 to Jun 2020
- Liberty Advisor Managed Assets, Inc.Jul 2015 to May 2022
- Vpm PartnersJun 2011 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, PA).
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
- 5029363
- Firm CRD
- 281554