Dakota
Dakota
Book a Demo
Talk to an Expert

IntentGen Financial Partners

EST. AUM
$756,604,853

CONTACTS

CLIENT ACCOUNTS
1,845

Firm Details

Metro area Chicago
CRD Number 341913
Website intentgen.com
Client types

Overview

IntentGen Financial Partners is a financial planning and investment advisory firm based in Naperville, Illinois. The firm serves individual clients seeking to align their financial decisions with their personal values, goals, and sense of purpose. Advisory services are offered through Thrivent Advisor Network, LLC, a registered investment adviser. IntentGen works with clients across areas including retirement planning, investment advisory, insurance, and estate planning, with an emphasis on intentional and values-driven financial decision-making.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy