DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Corey James Schmidt
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since May 20, 2026
In the industry
27 y
since Sep 26, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Intentgen Financial Partners independent RIA currentsince May 20, 2026 · Naperville, Il
- Thrivent Advisor Network, LLC BD affiliatedSep 29, 2020 to Jun 17, 2026 · Minneapolis, Mn
- Thrivent Investment Management Inc. BD affiliatedAug 5, 2002 to Sep 24, 2020 · Downers Grove, Il
- Lutheran Brotherhood Securities Corp. unclassifiedNov 7, 2001 to Aug 5, 2002 · Downers Grove, Il
Moves
a registration end followed by a registration begin elsewhere
- Thrivent Advisor Network, LLC to Intentgen Financial Partnersleft Jun 17, 2026, registered May 20, 2026 (-28 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Thrivent Investment Management Inc. to Thrivent Advisor Network, LLCleft Sep 24, 2020, registered Sep 29, 2020 (5 days) · Affiliated broker-dealer or bank to another · moved with a team
- Lutheran Brotherhood Securities Corp. to Thrivent Investment Management Inc.left Aug 5, 2002, registered Aug 5, 2002 (0 days) · Other
Signals
- Corey James Schmidt left Thrivent Advisor Network, Llc for Intentgen Financial Partners (registered 2026-05-20)Jun 17, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address