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Current Employers
Intentgen Financial Partners

1460 Bond St, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-18
TX RA APPROVED 2026-05-18
  • IL RA
    APPROVED
    Since 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-18

Branch Locations

1460 Bond St, Naperville, IL 60563 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lns Operations Llc Dba Intentgen Financial Partners Naperville IL 05/2026 Present
Intentgen Financial Partners Naperville IL 01/2019 09/2020
Self Employed Aurora IL 11/2014 12/2018
Thrivent Investment Management Inc Naperville IL 12/2019 09/2020
Purshe Kaplan Sterling Investments, Inc. Albany NY 09/2020 07/2024
Thrivent Advisor Network Dba Intentgen Financial Partners Naperville IL 09/2020 06/2026
Thrivent Investment Management Inc Minneapolis MN 08/2024 06/2026
Purshe Kaplan Sterling Investments Albany NY 06/2026 Present
  • 05/2026 → Present
    Lns Operations Llc Dba Intentgen Financial Partners
    Naperville, IL
  • 01/2019 → 09/2020
    Naperville, IL
  • 11/2014 → 12/2018
    Self Employed
    Aurora, IL
  • 12/2019 → 09/2020
    Thrivent Investment Management Inc
    Naperville, IL
  • 09/2020 → 07/2024
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 09/2020 → 06/2026
    Thrivent Advisor Network Dba Intentgen Financial Partners
    Naperville, IL
  • 08/2024 → 06/2026
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 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/traditional insurance. Agent. Start date: 09/2020. 40 hrs/month; all during trading hours. Selling/servicing fixed insurance contracts. 3. All Saints Catholic Academy. Not investment related. 1155 Aurora Ave, Naperville, IL 60540. Board of Directors. Board Member. Start date: 08/2023. 2 hrs/month; none during trading hours. Help advise on opportunities and expenses that are under consideration for the school to maintain their budget and provide a safe and efficient learning environment for the students. 4. Pat McNamara Real Estate. Not investment related. 313 Essex Ct, Yorkville, IL 60560. Real Estate. Realtor. Start date: 08/2018. 25 hrs/month; none during trading hours. Help family and close friend buy/sell homes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-02-04
Other Names
  • Joseph T Schmitt
  • Joseph Thomas Schmitt
  • Joe Schmitt

View on SEC IAPD

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