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Michael W. Mathey

INTENTGEN FINANCIAL PARTNERS
NAPERVILLE, IL 60563
Some features on this profile are disabled
CRD#: 7330432
MM
Michael William MatheyINTENTGEN FINANCIAL PARTNERS

Professional summary

Michael William Mathey, who also goes by Michael Mathey, Mickey Mathey, is a registered financial advisor currently at INTENTGEN FINANCIAL PARTNERS located in Naperville, Illinois and PURSHE KAPLAN STERLING INVESTMENTS located in Naperville, Illinois.

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

Aliases

Michael Mathey | Mickey Mathey

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 Michael William Mathey'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
BD
CRD#: 35747
Naperville, IL
Past

August 14, 2024 - June 17, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Naperville, IL
Past

August 30, 2023 - June 17, 2026

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
Naperville, IL
Past

July 28, 2022 - August 5, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
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.
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

IAR
Illinois
(5/18/2026)
RR
Illinois
(6/18/2026)
IAR
Texas
(5/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/29/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/28/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/14/2022
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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