Cole A. Vickrey

INTENTGEN FINANCIAL PARTNERS

NAPERVILLE, IL 60563

Some features on this profile are disabled

CRD#: 7174959

Professional summary

Cole Allen Vickrey, who also goes by Cole VIckrey, is a registered financial advisor currently at INTENTGEN FINANCIAL PARTNERS located in Naperville, Illinois and PURSHE KAPLAN STERLING INVESTMENTS located in Naperville, Illinois.

Cole is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Cole has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Cole Vickrey

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 Cole Allen Vickrey'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®

None

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

CRD#: 35747

Naperville, IL

Past

August 6, 2024 - June 17, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Naperville, IL

Past

December 12, 2022 - June 17, 2026

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

Naperville, IL

Past

September 10, 2022 - August 5, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

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.

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

IAR

Illinois
(5/18/2026)

Illinois
(6/18/2026)

IAR

Texas
(5/20/2026)

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: 11/19/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/10/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/8/2022

Securities Industry Essentials 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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Flavia Cardozo

J.P. MORGAN SECURITIES LLC

IAR

NAPERVILLE, IL

Justin Dagostino

VERTEX PARTNERS

IAR

DOWNERS GROVE, IL

James Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

IAR

Downers Grove, IL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cole A. Vickrey

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cole Allen Vickrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTENTGEN FINANCIAL PARTNERS

PURSHE KAPLAN STERLING INVESTMENTS

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT ADVISOR NETWORK, LLC

PURSHE KAPLAN STERLING INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2022

Series 7TO

Date: 9/10/2022

SIE

Date: 1/8/2022

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

Similar Advisors