DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Mitchell Alan Wood

Intrua Financialindependent RIAMinneapolis, Mn dual registrantIAPD 5029363

Feed of 09/15/2026

Also filed as Mitchell Alan Wood

At current firm

2 y

since Nov 20, 2023

In the industry

16 y

since Apr 24, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Intrua Financial independent RIA current
since Nov 20, 2023 · Andover, Mn
Larson Financial Group, LLC BD affiliated
Apr 25, 2022 to Nov 20, 2023 · Minneapolis, Mn
Larson Wealth Partners former
Nov 6, 2020 to Mar 28, 2022 · Minneapolis, Mn
Counsel Wealth Management, Inc. former
May 16, 2018 to Sep 1, 2020 · Arden Hills, Mn
Liberty Advisor Managed Assets, Inc. unclassified
Jan 13, 2016 to May 25, 2022 · Andover, Mn

Moves

a registration end followed by a registration begin elsewhere

Larson Financial Group, LLC to Intrua Financial
left Nov 20, 2023, registered Nov 20, 2023 (0 days) · Affiliated broker-dealer or bank to independent RIA
Liberty Advisor Managed Assets, Inc. to Counsel Wealth Management, Inc.
left May 25, 2022, registered May 16, 2018 (-1470 days) · Other
Larson Wealth Partners to Larson Financial Group, LLC
left Mar 28, 2022, registered Apr 25, 2022 (28 days) · RIA to affiliated broker-dealer or bank · moved with a team
Counsel Wealth Management, Inc. to Larson Wealth Partners
left Sep 1, 2020, registered Nov 6, 2020 (66 days) · RIA to a newly registered adviser · moved with a team

Signals

Mitchell Alan Wood left Larson Financial Group, Llc for Intrua Financial (registered 2023-11-20)
Nov 20, 2023 · Advisor changed firm · fact
Mitchell Alan Wood left Liberty Advisor Managed Assets, Inc. for Counsel Wealth Management, Inc. (registered 2018-05-16)
May 25, 2022 · Advisor changed firm · fact
Mitchell Alan Wood left Larson Wealth Partners for Larson Financial Group, Llc (registered 2022-04-25)
Mar 28, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address