Jacob Schatz
Investment adviser representative at Intentgen Financial Partners
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$756.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Purshe Kaplan Sterling InvestmentsJun 2026 to now
- Intentgen Financial PartnersMay 2026 to now
- Lns Operations dba Intentgen Financial PartnersMay 2026 to now
- Thrivent Investment Management IncAug 2024 to Jun 2026
- Thrivent Advisor Network, LLC d/b/a Intentgen Financial PartnersSep 2020 to Jun 2026
- Purshe Kaplan Sterling Investments, Inc.Sep 2020 to Jul 2024
- Thrivent FinancialMay 2008 to Sep 2020
- Thrivent Investment Management IncApr 2008 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (IL, TN, TX).
Intentgen Financial Partners
Legal name: Lns Operations, LLC
$756.6MAssets managed
612Clients
10Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5522486
- Firm CRD
- 341913