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.
SEC-registered adviser
Intentgen Financial Partners
Legal name Lns Operations, LLC
Latest filing Sep 15, 2026
First filing on the tape May 26, 2026 · 3 filings
SEC status 120-day approval since May 15, 2026
RAUM
$757M
reported, Item 5.F
Discretionary
86%
of RAUM
Private clients
99%
$751M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$75.7M
derived; firm RAUM over IAPD count
Employees
16
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$0 as of Jul 17, 2026
May 26, 2026$0 then
HNW client RAUM$0 as of Jul 17, 2026
May 26, 2026$0 then
State-registered IARs (5.B.3)6 as of Jul 17, 2026
May 26, 20266 then
Employees (5.A)16 as of Jul 17, 2026
May 26, 202616 then
Private funds: no history
Practice profile
derived from the filing of Sep 15, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $75.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 61derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $570,449derivedHNW RAUM over HNW clients
- Average account
- $410,084derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 86%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 10.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $706MreportedItem 5.I
- Custody
- $359M, 272 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$614M81%
- High-net-worth individuals$137M18%
- Charitable organizations$4.0M0.5%
- Corporations and businesses$1.8M0.2%
- Individual clients
- 367reported
- HNW clients
- 240reported
- Pension plan clients
- 0reported
- Charitable clients
- 1reported
- Accounts
- 1,845reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $359M for 272 clientsreported
- Compensation
- % of AUM, fixed, commissionsreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=6.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jack Joseph Ayotte | Naperville, Il | May 18, 2026 | 36 y | 2 |
| Jacob SchatzCertified Financial Planner | Naperville, Il | May 18, 2026 | 18 y | 3 |
| Joseph Thomas Schmitt | Naperville, Il | May 18, 2026 | 11 y | 1 |
| Cole Allen Vickrey | Naperville, Il | May 18, 2026 | 10 y | 1 |
| Michael William Mathey | Naperville, Il | May 18, 2026 | 10 y | 1 |
| Andrew Gregory Abel | Naperville, Il | May 18, 2026 | 13 y | 3 |
| Patrick James MorrisChartered Financial Analyst | Naperville, Il | May 18, 2026 | 26 y | 1 |
| Corey James SchmidtCertified Financial Planner | Naperville, Il | May 20, 2026 | 27 y | 3 |
| Zachary Anders LarsonCertified Financial Planner, Chartered Financial Consultant | Naperville, Il | May 20, 2026 | 27 y | 2 |
| Carl Dalsgaard Christiansen | Naperville, Il | May 27, 2026 | 10 y | 1 |
Advisor movement
0 left, 10 joined in 12 months
net +10 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Carl Dalsgaard Christiansen from Thrivent Advisor Network, LLCMay 27, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Corey James Schmidt from Thrivent Advisor Network, LLCMay 20, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Zachary Anders Larson from Thrivent Advisor Network, LLCMay 20, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Jack Joseph Ayotte from Thrivent Advisor Network, LLCMay 18, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Jacob Schatz from Thrivent Investment Management Inc.May 18, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Michael William Mathey from Thrivent Advisor Network, LLCMay 18, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Andrew Gregory Abel from Thrivent Advisor Network, LLCMay 18, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Patrick James Morris from Thrivent Advisor Network, LLCMay 18, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Joseph Thomas Schmitt from Thrivent Advisor Network, LLCMay 18, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Cole Allen Vickrey from Thrivent Advisor Network, LLCMay 18, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Thrivent Advisor Network, LLCJun 17, 2026 · Naperville, Il
- 7 joined from Thrivent Advisor Network, LLCJun 17, 2026 · Minneapolis, Mn
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Zachary Larson · Co- Foundercontrolsince 05/2026 · owns 25% to 50%
- James Corey Schmidt · Co- Foundercontrolsince 05/2026 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Naperville, Il · principal | 10 | 10 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Sep 15, 2026custody of client assets (Item 9.A): no on the filing of 2026-07-17, yes on the filing of 2026-09-15peers: independent wealth managers, $500M to $1B (1,483)
What changed
consecutive filings, newest first
- Accounts · 0 to 1,845Jul 17, 2026 to Sep 15, 2026
- Charity clients · 0 to 1Jul 17, 2026 to Sep 15, 2026
- Corporate clients · 0 to 4Jul 17, 2026 to Sep 15, 2026
- HNW clients · 0 to 240Jul 17, 2026 to Sep 15, 2026
- Individual clients · 0 to 367Jul 17, 2026 to Sep 15, 2026
- Assets in custody · unset to 358625823.0Jul 17, 2026 to Sep 15, 2026
- Custody of client assets · false to trueJul 17, 2026 to Sep 15, 2026
- Financial planning clients · 0 to 0Jul 17, 2026 to Sep 15, 2026
- Discretionary RAUM · $0 to $651MJul 17, 2026 to Sep 15, 2026
- HNW RAUM · $0 to $137MJul 17, 2026 to Sep 15, 2026
- Individual RAUM · $0 to $614MJul 17, 2026 to Sep 15, 2026
- Non-discretionary RAUM · $0 to $106MJul 17, 2026 to Sep 15, 2026
- RAUM · $0 to $757MJul 17, 2026 to Sep 15, 2026
- Related adviser · false to unsetJul 17, 2026 to Sep 15, 2026
- Related bank · false to unsetJul 17, 2026 to Sep 15, 2026
- Related broker-dealer · false to unsetJul 17, 2026 to Sep 15, 2026
- Related insurance company · false to unsetJul 17, 2026 to Sep 15, 2026
- Succession · false to unsetJul 17, 2026 to Sep 15, 2026
Signals
2 dated events
- 2 advisors left Thrivent Advisor Network, LLC (Naperville, IL) for Intentgen Financial Partners on the same dayJun 17, 2026 · Team lift-out · derived
- 7 advisors left Thrivent Advisor Network, LLC (Minneapolis, MN) for Intentgen Financial Partners on the same dayJun 17, 2026 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@intentgen.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 630-821-6990reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/intentgenreportedpublic record, Form ADV, Sep 17, 2026
- Website
- INTENTGEN.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 630-821-6990reportedpublic record, Form ADV, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $75.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026