Corey J. Schmidt

INTENTGEN FINANCIAL PARTNERS

NAPERVILLE, IL 60563

CRD#: 3041860

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Professional summary

Corey James Schmidt, CFP®, ChFC® is a registered financial advisor currently at INTENTGEN FINANCIAL PARTNERS located in Naperville, Illinois and PURSHE KAPLAN STERLING INVESTMENTS located in Naperville, Illinois.

Corey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Corey has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey James Schmidt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

ChFC^®

Chartered Financial Consultant

Experience

Current

May 20, 2026 - Present

INTENTGEN FINANCIAL PARTNERS

Office #1: 1460 Bond St, Naperville, IL 60563

RIA

CRD#: 341913

NAPERVILLE, IL

Current

June 18, 2026 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 1460 Bond St Suite 120, Naperville, IL 60563Office #2: 80 State Street, Albany, NY 12207

CRD#: 35747

Naperville, IL

Past

August 8, 2024 - June 17, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Naperville, IL

Past

September 29, 2020 - June 17, 2026

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

Naperville, IL

Past

September 24, 2020 - August 5, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Naperville, IL

Past

August 5, 2002 - September 24, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Naperville, IL

Past

July 1, 2002 - September 24, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Naperville, IL

Past

November 7, 2001 - August 5, 2002

LUTHERAN BROTHERHOOD SECURITIES CORP.

RIA

CRD#: 4205

DOWNERS GROVE, IL

Past

August 3, 1998 - July 1, 2002

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(6/18/2026)

Colorado
(6/29/2026)

Florida
(6/19/2026)

Georgia
(6/22/2026)

Hawaii
(6/26/2026)

IAR

Illinois
(5/20/2026)

Illinois
(6/26/2026)

Indiana
(6/26/2026)

Kentucky
(6/29/2026)

Massachusetts
(6/22/2026)

Minnesota
(6/26/2026)

Missouri
(6/18/2026)

Nevada
(6/26/2026)

North Carolina
(6/30/2026)

Ohio
(6/22/2026)

Pennsylvania
(6/22/2026)

South Dakota
(6/29/2026)

Tennessee
(6/26/2026)

IAR

Texas
(5/20/2026)

Texas
(6/22/2026)

Virginia
(6/29/2026)

Washington
(6/29/2026)

Wisconsin
(6/18/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/21/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/26/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/31/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/28/2003

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

INTENTGEN FINANCIAL PARTNERS

INTENTGEN FINANCIAL PARTNERS | LNS OPERATIONS, LLC | INTENTGEN FINANCIAL PARTNERS, LLC

CRD#: 341913 / SEC#: 801-136284

RIA

Registered Investment Advisory firm - (5/15/2026 120-Day Approval)

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Contact information

Main Address

1460 Bond St, Naperville, IL 60563

Mailing Address

Phone number

(630) 821-6990

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1 (WRAP FEE BROCHURE) (5/22/2026)

FORM ADV PART 2A - FIRM BROCHURE (5/22/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Corey J. Schmidt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey James Schmidt's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT ADVISOR NETWORK, LLC

PURSHE KAPLAN STERLING INVESTMENTS

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

LUTHERAN BROTHERHOOD SECURITIES CORP.

LUTHERAN BROTHERHOOD SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2001

Series 63

Date: 9/26/1998

SIE

Date: 10/1/2018

Series 7

Date: 8/10/2001

Series 6

Date: 7/31/1998

Series 24

Date: 3/28/2003

FINRA

Current Firm

INTENTGEN FINANCIAL PARTNERS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

INTENTGEN FINANCIAL PARTNERS

TRUST BUT VERIFY

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