Zachary Anders Larson

Employer firm

Intentgen Financial Partners CRD 341913

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2002 → 09/2020
  Thrivent Investment Management Inc.
  Naperville, IL
• 07/2002 → 09/2020
  Thrivent Financial For Lutherans
  Appleton, WI
• 05/2026 → Present
  Lns Operations Llc Dba Intentgen Financial Partners
  Naperville, IL
• 09/2020 → 07/2024
  Purshe Kaplan Sterling Investments, Inc.
  Naperville, IL
• 09/2020 → 06/2026
  Thrivent Advisor Network Dba Intentgen Financial Partners
  Naperville, IL
• 08/2024 → 06/2026
  Thrivent Investment Management Inc
  Naperville, IL
• 06/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-09-29 → 2026-06-17
  Thrivent Advisor Network, Llc
  Minneapolis, MN
  Naperville, IL
• 2003-11-12 → 2020-09-24
  Thrivent Investment Management Inc.
  Downers Grove, IL
  Naperville, IL
  Warrenville, IL
  Warrrenville, IL

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. Grow Wellness Foundation. Not investment related. 200 E. 5th Ave, Suite 108, Naperville, IL 60563. Non-Profit. Board Member. Start date: 07/2023. 3 hrs/month; none during trading hours. Board member discussing fundraising activities and allocation of funds. 4. SNL Property Holdings, LLC. Not investment related. At registered location. Real Estate Rental. Owner. Start date: 01/2005. 5 hrs/month; all during trading hours. Review financial statement, lease agreements, and facilitate bill payment for the properties. 5. Retire Intentionally. Not investment related. At registered location. Author. Owner. Start date: 08/2024. 3 hrs/month; during trading hours. Published book, speaking engagements, book sales and promotion. 6. SamaraCare Counseling. Not investment related. 1819 Bay Scott Circle, Naperville, IL 60540. Non-profit. Board Member. Start date: 02/2024. 4 hrs/month; 1 during trading hours. Board Member duties. Review/recommend budgets, advise on personnel and budget decisions. 7. Windgate Homeowner's Association. Not investment related. Naperville, IL. Civiv Organization. Board Member. Start date: 04/2026. 2 hrs/month; none during trading hours. We have a neighborhood HOA that focuses on social events for the community as well as maintaining common spaces, records, and legal/insurance docs. I was elected as president of the HOA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-17
• S63 Uniform Securities Agent State Law Examination
  1999-06-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Zac Larson
• Zachary Anders Larson
• Zachary Larson