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Current Employers
Intentgen Financial Partners

1460 Bond St, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-20
TX RA APPROVED_RES 2026-05-20
  • IL RA
    APPROVED
    Since 2026-05-20
  • TX RA
    APPROVED_RES
    Since 2026-05-20

Branch Locations

1460 Bond St, Naperville, IL 60563 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond Yes
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc. Naperville IL 07/2002 09/2020
Thrivent Financial For Lutherans Appleton WI 07/2002 09/2020
Lns Operations Dba Intentgen Financial Partners Naperville IL 05/2026 Present
Thrivent Advisor Network, Llc D/B/A Intentgen Financial Partners Naperville IL 09/2020 06/2026
Purshe Kaplan Sterling Investments, Inc. Naperville IL 09/2020 07/2024
Thrivent Investment Management Inc Napervile IL 08/2024 06/2026
Purshe Kaplan Sterling Investments Albany NY 06/2026 Present
  • 07/2002 → 09/2020
    Naperville, IL
  • 07/2002 → 09/2020
    Thrivent Financial For Lutherans
    Appleton, WI
  • 05/2026 → Present
    Lns Operations Dba Intentgen Financial Partners
    Naperville, IL
  • 09/2020 → 06/2026
    Thrivent Advisor Network, Llc D/B/A Intentgen Financial Partners
    Naperville, IL
  • 09/2020 → 07/2024
    Purshe Kaplan Sterling Investments, Inc.
    Naperville, IL
  • 08/2024 → 06/2026
    Napervile, IL
  • 06/2026 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

1. LNS Operations, LLC d/b/a IntentGen Financial Parters. Investment related. At registered location. RIA. Financial Advisor. Start date: 05/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 09/2020. 40 hrs/month. 40 hrs during trading hrs. Selling and servicing fixed insurance products like insurances and fixed annuities. 3. SNL Property Holdings, LLC. Not Investment-Related. At Registered Location. Commercial Real Estate. Owner. 11/2005. 5 hrs/month. 5 hrs during trading hrs. Own or lease commercial real estate. 4. Luther College. Not Investment-Related. 700 College Drive, Decorah, IA 52101. Board of Directors. Board Member. 06/2019. 5 hrs/month. 2 hrs during trading hrs. Higher education oversight. 5. Cress Creek Country Club Board of Directors. Not Investment-Related. 1215 Royal Saint George Drive, Naperville, IL 60563. Board of Directors. Board Member. 07/2024. 5 hrs/month. 0 hrs during trading hrs. I am the chair of the grounds committee for the board of directors. I work with the superintendent to provide direction and feedback for our membership.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-21
S63 Uniform Securities Agent State Law Examination 1998-09-26
  • S66 Uniform Combined State Law Examination
    2001-09-21
  • S63 Uniform Securities Agent State Law Examination
    1998-09-26
Designations

View on SEC IAPD

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