Intentgen Financial Partners
Plan Intentionally. Live Generously. These phrases guide Founding Partners & Wealth Advisors, Zac Larson & Corey Schmidt, with their clients & in their personal lives. It has been the cornerstone of their practice & is the inspiration for their name – IntentGen Financial Partners. By empowering people to make wise financial decisions, IntentGen helps clients plan intentionally & live generously, in order to maximize the impact on their families & their communities. Our Vision: To be servant leaders by putting our values into play each day. We envision a world where people feel unrivaled confidence & positivity about their financial decisions as they make an intentional difference for their family, future generations, and their community. Disclosure: IntentGen Financial Partners may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent Advisor Networ provide advisory services under the “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. IntentGen Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Thrivent Investment Management Inc.(“TIMI”), Member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and IntentGen Financial Partners are not affiliated companies. For award disclosures and criteria see
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Verified contacts
13
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
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Monthly traffic
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- JS
Jacob Schatz
Partner, Wealth Advisor · Finance & Accounting
EmailPhone - CS
Corey Schmidt
Founding Partner, Wealth Advisor · Other
EmailPhone - CE
Candy Egan
Manager of Client Experience · Customer/Client Service
EmailPhone - CV
Cole Vickrey
Senior Planning Coordinator · Operations
EmailPhone - MM
Michael Mathey
Senior Planning Coordinator · Operations
EmailPhone - CC
Carl Christiansen
Financial Advisor · Finance & Accounting
EmailPhone - EB
Elizabeth Bevel
Client Services Coordinator · Customer/Client Service
EmailPhone - JD
Jeff Decant
Advisor · Finance & Accounting
EmailPhone - AA
Andrew Abel
Licensed Operations Professional · Other
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Intentgen Financial Partners
12 distinct titles indexed · top 10 shown.
- 2senior planning coordinator
- 1administrative assistant
- 1advisor
- 1campus ministry coordinator
- 1client services coordinator
- 1financial advisor
- 1financial planning coordinator
- 1founding partner
- 1founding partner, wealth advisor
- 1licensed operations professional
- +2more titles
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