Darren J. Liberski,  CFP<sup>&reg;</sup> - Financial Advisor

Darren J. Liberski, CFP®

CRPC®, BFA™

Financial Advisor

Intrua Financial

675 N Barker Rd, Ste 220
Brookfield, WI 53045-5915
FINANCIAL ADVISOR'S WEBSITE
(262) 798-7979

General

Darren Liberski is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Intrua Financial in Brookfield, WI and the surrounding communities.

Financial Advisor Overview

As a wealth and planning advisor, Darren dedicates himself to guiding people towards financial independence. He cultivates deep relationships and creates real connections with his clients, which allows him to offer risk management strategies and customized approaches aligned with their personal goals and objectives. He is inspired by seeing his clients achieve their dreams and live their true passions. In addition to serving individuals, Darren manages corporate accounts, employer plans, and church endowment funds, establishing himself over the years as a successful and respected advisor.

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Financial Advisor Experience

Darren obtained a BSc in Business Administration. He began his professional career in financial services in 1998 at Strong Capital Management, continuing his learning at JPMorgan Chase Private Client Services. Darren moved to the Registered Independent Advisor terrain as he evolved into more than just an investment manager. Darren holds his Series 7 and 66 registrations through LPL Financial and has Life, Health, and Variable Annuity Insurance licenses. Darren also achieved his CERTIFIED FINANCIAL PLANNER® - CFP®, Chartered Retirement Planning Counselor SM - CRPC® & Behavioral Financial Advisor™ - BFA™ designations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - BFA™

Insurance Licenses

  • Life insurance: WI, IL, FL, MN, AZ
  • Health/disability insurance: WI, IL, FL, MN, AZ
  • Fixed annuities: WI, IL, FL, MN, AZ
  • Variable annuities: WI, IL, FL, MN, AZ

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Intrua Financial, LLC, a registered investment advisor. Intrua Financial LLC and Freedom Wealth Alliance are separate entities from LPL Financial.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Tangible Assets, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources