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Patrick J. Morris

INTENTGEN FINANCIAL PARTNERS
NAPERVILLE, IL 60563
Some features on this profile are disabled
CRD#: 7509546
PM
Patrick James MorrisINTENTGEN FINANCIAL PARTNERS

Professional summary

Patrick James Morris, who also goes by Patrick Seamus Morris, is a registered financial advisor currently at INTENTGEN FINANCIAL PARTNERS located in Naperville, Illinois.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Patrick has worked at 2 firms .

At a Glance

Always Fiduciary

Aliases

Patrick Seamus Morris

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 Patrick James Morris'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
Past

March 28, 2022 - June 17, 2026

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
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.

Highlighted states indicate IAR registrations

IAR
Illinois
(5/18/2026)
IAR
Texas
(5/18/2026)

Exams

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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