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INTENTIONAL RETIREMENT, LLC

OMAHA, NE · CRD 310655 · IAPD ↗ · 402-885-9090

$150.0MRegulatory AUM
1Advisory reps
2Employees
5Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — INTENTIONAL RETIREMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
May 2024 — INTENTIONAL RETIREMENT, LLC (OMAHA, NE) is newly SEC-registered with $110.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.