Mitchell Wood
Advisor at intrua Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
intrua Financial
Location
Minneapolis, MN 55430
Credentials
Series 63, Series 66
Industry experience
14 years
About
Mitchell Wood is a financial advisor at Intrua Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial LLC and Larson Financial Group. Outside of his advisory role, he is the owner of MundaneAway Inc. and serves as an advisory board member for Chalice Network. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to create customized investment strategies and manages approximately $1.76 billion in client assets.
Client services
Based on intrua Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on intrua Financial
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Wealth management
Fee options
Comprehensive financial plans for fixed fees ranging from $250 to $35,000 (negotiable); annual flat fees for ongoing financial planning (negotiable, prorated).
Up to 2.50% annually (negotiable)
Insurance commissions earned by licensed insurance agents affiliated with the firm.
Up to $250 per hour for financial planning and qualified retirement plan advisory services (negotiable).
Account minimum: $10,000 Fee-only: Asset management fees charged monthly or quarterly in arrears, prorated; financial planning fixed fees $250 to $35,000 (negotiable); hourly fees up to $250.
Location
6160 Summit Drive N, Suite 580
Minneapolis, MN 55430
Most active in
Mitchell W has reported serving >5 clients in these states in the last 12 months.
Minnesota · Pennsylvania
Work history
LPL Financial
2024 - Present (2 years)
Intrua Financial
2023 - Present (3 years)
Larson Financial Group, LLC
2021 - 2023 (2 years)
Larson Network Services
2020 - 2023 (3 years)
Larson Wealth Partners
2020 - 2022 (2 years)
APW Capital, Inc.
2018 - 2020 (2 years)
Counsel Wealth Management, Inc.
2018 - 2020 (2 years)
Liberty Advisor Managed Assets, Inc.
2015 - 2022 (7 years)
MundaneAway, Inc.
2011 - Present (15 years)
VPM Partners
2011 - 2017 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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