Jacob Schatz
IntentGen Financial Partners
1460 Bond Street Suite 120
Naperville, IL 60563
6308216990
About IntentGen Financial Partners
No matter your financial path, our team of advisors can provide the support and care that will help you achieve your goals. We know that every client who walks through our doors has a unique and complex set of needs. Our advisors and support staff work collectively in order to provide personalized and comprehensive solutions for all of life's most pressing financial challenges.
Each member of our team has diverse skills and specializations, and everyone brings something unique to the table. As a result, there's no problem too big or too small for us to handle together. Our process is designed to help you articulate your priorities and attach purpose to your resources. From there, we'll work together to strategize for the future and maximize your ability to grow.
As an independent practice and a member of the Thrivent Advisor Network, we retain the best that Thrivent offers, but can now go even further to serve you and your community.
See Disclosures
General Information
Firm Start Year
CRD#
5522486
Firm CRD#
304569
States Licensed in
IL
Years of Experience in Financial Services
15
Number of Years with Current Firm
15
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Portfolio Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning
Compliance
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, RICP®
Securities Licenses
Series 7, Series 66
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250K+
Compensation Methods
Based on Assets
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891930/rothira-IntentGen-Financial-Partners-detailed-disclosure.html
Disclaimer
Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as "Thrivent"), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC's Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA's Broker Check for more information about our Advisory Persons. Advisory Persons of Thrivent provide advisory services under a doing business as name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. IntentGen Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies.