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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTENTGEN FINANCIAL PARTNERS

LNS OPERATIONS, LLC, CRD 341913

NAPERVILLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4862757d-f42f-9a48-c486-bdab2d8de7ab

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 0
Observed: May 26, 2026 to Sep 15, 2026
3 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

7 advisors left Thrivent Advisor Network, LLC (Minneapolis, MN) for Intentgen Financial Partners on the same day

Dated 2026-06-17 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

INTENTGEN FINANCIAL PARTNERS · destination firm

Advisor Recruiting IntelligenceJun 17, 2026 · seen 6 days ago

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=6.0
Regulatory AUM: $757MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $651M
Private client RAUM: $751MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $75.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,845
Individual clients: 367
High net worth clients: 240
Custody, client assets: $359M
SEC number: 801-136284
CRD: 341913
Filings on the tape: 3
First filed: May 26, 2026
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, IL
Website: intentgen.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
Jack Joseph Ayotte	n/a	NAPERVILLE, IL	36	2	yes
JACOB SCHATZ	Certified Financial Planner	NAPERVILLE, IL \| COLLIERVILLE, TN	18	3	yes
Joseph Thomas Schmitt	n/a	NAPERVILLE, IL	11	1	yes
Cole Allen Vickrey	n/a	NAPERVILLE, IL	10	1	yes
Michael William Mathey	n/a	NAPERVILLE, IL	10	1	yes
Andrew Gregory Abel	n/a	NAPERVILLE, IL	13	3	yes
Patrick James Morris	Chartered Financial Analyst	NAPERVILLE, IL	26	1	no
COREY JAMES SCHMIDT	Certified Financial Planner	NAPERVILLE, IL	27	3	yes
ZACHARY ANDERS LARSON	Certified Financial Planner\|Chartered Financial Consultant	NAPERVILLE, IL	27	2	yes
Carl Dalsgaard Christiansen	n/a	NAPERVILLE, IL	10	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LARSON, ZACHARY	CO- FOUNDER	C	yes	05/2026	Jul 17, 2026	Jul 17, 2026
SCHMIDT, COREY, JAMES	CO- FOUNDER	C	yes	05/2026	Jul 17, 2026	Jul 17, 2026

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
10	0	10	0.0%	0	0	0	10	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THRIVENT ADVISOR NETWORK, LLC	2	Jun 17, 2026	May 20, 2026	NAPERVILLE, IL	Team lift out	Ibd to new firm	1.5%
THRIVENT ADVISOR NETWORK, LLC	7	Jun 17, 2026	May 27, 2026	MINNEAPOLIS, MN	Team lift out	Ibd to new firm	5.3%

Relationships

Controls (2)

← LARSON, ZACHARYOwnerCO- FOUNDER, ownership code C, individual
Jul 17, 2026 to presentfactForm ADV
← SCHMIDT, COREY, JAMESOwnerCO- FOUNDER, ownership code C, individual
Jul 17, 2026 to presentfactForm ADV

Registered with (10)

← Carl Dalsgaard ChristiansenAdvisorregistration: current employment
May 27, 2026 to presentfactForm ADV
← COREY JAMES SCHMIDTAdvisorregistration: current employment
May 20, 2026 to presentfactForm ADV
← ZACHARY ANDERS LARSONAdvisorregistration: current employment
May 20, 2026 to presentfactForm ADV
← Jack Joseph AyotteAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← JACOB SCHATZAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← Joseph Thomas SchmittAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← Cole Allen VickreyAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← Michael William MatheyAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← Andrew Gregory AbelAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← Patrick James MorrisAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV

Moved with (1)

← THRIVENT ADVISOR NETWORK, LLCRegistered adviser7 advisors, team lift out, same day
Jun 17, 2026 to May 27, 2026factForm ADV

Dated events

Occurred
Jun 17, 2026
Team lift-out
2 advisors left Thrivent Advisor Network, LLC (Naperville, IL) for Intentgen Financial Partners on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jun 17, 2026
Team lift-out
7 advisors left Thrivent Advisor Network, LLC (Minneapolis, MN) for Intentgen Financial Partners on the same day
Form ADVobserved 6 days ago
7 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4862757d-f42f-9a48-c486-bdab2d8de7ab
First observed: May 26, 2026
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTENTGEN FINANCIAL PARTNERS

LNS OPERATIONS, LLC, CRD 341913

NAPERVILLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4862757d-f42f-9a48-c486-bdab2d8de7ab

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:02 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Jack Joseph Ayotte

n/a

NAPERVILLE, IL

yes

JACOB SCHATZ

Certified Financial Planner

NAPERVILLE, IL | COLLIERVILLE, TN

yes

Joseph Thomas Schmitt

n/a

NAPERVILLE, IL

yes

Cole Allen Vickrey

n/a

NAPERVILLE, IL

yes

Michael William Mathey

n/a

NAPERVILLE, IL

yes

Andrew Gregory Abel

n/a

NAPERVILLE, IL

yes

Patrick James Morris

Chartered Financial Analyst

NAPERVILLE, IL

COREY JAMES SCHMIDT

Certified Financial Planner

NAPERVILLE, IL

yes

ZACHARY ANDERS LARSON

Certified Financial Planner|Chartered Financial Consultant

NAPERVILLE, IL

yes

Carl Dalsgaard Christiansen

n/a

NAPERVILLE, IL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LARSON, ZACHARY

CO- FOUNDER

yes

05/2026

Jul 17, 2026

SCHMIDT, COREY, JAMES

CO- FOUNDER

yes

05/2026

Jul 17, 2026

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THRIVENT ADVISOR NETWORK, LLC

Jun 17, 2026

May 20, 2026

NAPERVILLE, IL

Team lift out

Ibd to new firm

1.5%

THRIVENT ADVISOR NETWORK, LLC

Jun 17, 2026

May 27, 2026

MINNEAPOLIS, MN

Team lift out

Ibd to new firm

5.3%