IntentGen Financial Partners

Financial Services - , Illinois, United States

IntentGen Financial Partners Employees
Kelly Giebel

Manager of Client Service

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Candy Egan

Manager of Client Experience

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Corey Schmidt

Founding Partner, Wealth Advisor

Contact Corey Schmidt

Patrick Morris

Investment Operations Manager

Contact Patrick Morris

Jacob Schatz

Director of Financial Planning and Investment Operations

Contact Jacob Schatz

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IntentGen Financial Partners Details

Plan Intentionally. Live Generously.These two simple phrases have guided CEOs and Wealth Advisors Zac Larson and Corey Schmidt for nearly 40 combined years, both with their clients and in their personal lives. It has been the cornerstone of their practice and now it's the inspiration for their new name – IntentGen Financial Partners.By empowering people to make wise financial decisions, IntentGen Financial Partners helps clients plan intentionally and live generously in order to maximize the impact on their families and their communities.Our MissionEmpower people to make intentional financial decisions to live with greater purpose.Our VisionTo be servant leaders by putting our values into play each day. We envision a world where people feel unrivaled confidence and positivity about their financial decisions as they make an intentional difference - for their family, future generations, the community, and those less fortunate.DisclosureIntentGen Financial Partners may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Thrivent Advisor Network or the securities regulators. IntentGen Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. Please visit www.intentgen.com for additional disclosures.Securities offered through Purshe Kaplan Sterling Investments("PKS"), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and IntentGen Financial Partners are not affiliated companies.

IntentGen Financial Partners logo, IntentGen Financial Partners contact details
Website: IntentGen.com
Employees: 11 - 50
HQ: ["6308216990"]
Location: , Illinois, United States
Revenue:
IntentGen Financial Partners Technologies
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