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Wendy Ann Citko

Intrua Financial

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About Wendy Ann Citko

Wendy Citko is a registered investment advisor representative with Intrua Financial. Wendy has been in the securities industry since 2005. Wendy holds Series 7, 24, 63 and 65 licenses. Wendy's experience includes working at Landaas & Company, Wells Fargo Funds Distributor, LLC and Morgan Stanley.

Firm Information

Wendy Citko is currently registered with Intrua Financial. Intrua Financial is a registered investment advisor headquartered in Houston, TX. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Intrua Financial manages approximately $1.66 billion in assets for individuals, corporations, charitable organizations, and pension plans. They have a team of over 40 licensed agents and investment advisor representatives.
Intrua Financial

3737 BUFFALO SPEEDWAY

HOUSTON, TX 77098

$1.66B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wendy Citko’s Registration & Firm History

TX

11/27/2023 - Present

Intrua Financial (HOUSTON TX)

WI

07/16/2013 - 10/17/2022

LANDAAS & COMPANY (MILWAUKEE WI)

WI

01/04/2013 - 07/18/2013

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

WI

06/01/2009 - 01/16/2013

MORGAN STANLEY (MILWAUKEE WI)

WI

01/14/2005 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 02/25/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy Ann Citko.
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