Intentgen Financial Partners
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 341913
- Registered since
- May 15, 2026
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- Individuals81.14%
- HNWI18.09%
- Charitable Organizations0.53%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Intentgen Financial Partners, LLC is an independent registered investment adviser that acts both as an advisor and a capital allocator. The firm reports SEC registration in 2026 and is owned by an individual. Its client mix includes individuals and families as well as institutional relationships. Fee arrangements are mixed — percentage of AUM, fixed fees and commission-based work are all part of the revenue model. Core advisory services emphasize financial planning and portfolio management for individuals and small businesses, plus selection-of-other-advisers work and pension consulting. The firm does not identify itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds28%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
2 of 2
Michael Mathey
Senior Financial Planning CoordinatorCRD 7330432
Cole Vickrey
Planning CoordinatorCRD 7174959
Contacts
3 of 8
Zachary Larson
Founding Partner & Wealth AdvisorCRD 3235430
Jacob Schatz
Partner, Wealth AdvisorCRD 5522486
Corey Schmidt
Founding Partner & Wealth AdvisorCRD 3041860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Naperville, IL
Du Page
Location
Naperville, IL
Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 1460 Bond St
- Time zone
- CT (UTC-6)
- Office locations
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