Intentgen Financial Partners

Overview

Intentgen Financial Partners is an SEC registered investment adviser based in Naperville, IL, registered since 2026. It reports $757M in assets under management across 1,845 accounts, with 16 employees. It has 10 investment adviser representatives.

Reported AUM

$757M

Discretionary

86%

Accounts

1,845

Average account

$41K

Employees

16

Advisory reps

10

Registered since

2026

Jurisdictions

15

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Commissions, Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Corey James Schmidt Co-Founder CRD 3041860
• Zachary Larson Co-Founder CRD 3235430
• Jacob Schatz Partner, Chief Compliance Officer CRD 5522486

Advisory reps 3 of 10

• Andrew Gregory Abel Registered Rep · Investment Adviser Rep CRD 7396980
• Jack Joseph Ayotte Registered Rep · Investment Adviser Rep CRD 2380778
• Carl Dalsgaard Christiansen Registered Rep · Investment Adviser Rep CRD 7653246

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1460 Bond St
Naperville, IL 60563

County

DuPage

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 15 jurisdictions
• Website: intentgen.com

Every state, with registration dates

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