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Jacob Schatz

INTENTGEN FINANCIAL PARTNERS
NAPERVILLE, IL 60563
CRD#: 5522486
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JS
Jacob SchatzINTENTGEN FINANCIAL PARTNERS

Professional summary

Jacob Schatz, CFP®, who also goes by Jacob Nicolai Schatz, is a registered financial advisor currently at INTENTGEN FINANCIAL PARTNERS located in Naperville, Illinois and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jacob has worked at 4 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacob Nicolai Schatz

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 Jacob Schatz'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: 2019

Experience

Current

May 18, 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: 80 State Street, Albany, NY 12207
BD
CRD#: 35747
ALBANY, NY
Past

November 1, 2024 - December 26, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Naperville, IL
Past

August 14, 2024 - June 17, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Naperville, IL
Past

September 24, 2020 - August 5, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Naperville, IL
Past

September 15, 2020 - June 17, 2026

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
COLLIERVILLE, TN
Past

June 20, 2008 - September 23, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Naperville, IL
Past

June 11, 2008 - September 23, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Naperville, IL

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.
RR
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

RR
Arizona
(6/18/2026)
RR
California
(6/18/2026)
RR
Colorado
(6/18/2026)
RR
Florida
(6/18/2026)
RR
Georgia
(6/18/2026)
RR
Indiana
(6/18/2026)
RR
Iowa
(6/18/2026)
RR
Michigan
(6/18/2026)
RR
Minnesota
(6/18/2026)
RR
Missouri
(6/18/2026)
RR
North Carolina
(6/18/2026)
RR
North Dakota
(6/18/2026)
RR
Pennsylvania
(6/18/2026)
IAR
Texas
(5/18/2026)
RR
Texas
(6/18/2026)
RR
Virginia
(6/18/2026)
RR
Wisconsin
(6/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/19/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/10/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IF
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
16

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)
0

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.

Company Information

INTENTGEN FINANCIAL PARTNERS

CRD#: 341913Naperville, IL 60563

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