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INTENTGEN FINANCIAL PARTNERS

NAPERVILLE, IL · CRD 341913 · IAPD ↗ · intentgen.com · 630-821-6990

$756.6MRegulatory AUM
6Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — INTENTGEN FINANCIAL PARTNERS notice-filed in AL, IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
October 2026 — INTENTGEN FINANCIAL PARTNERS now reports custody of client assets ($358.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
October 2026 — INTENTGEN FINANCIAL PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
June 2026 — INTENTGEN FINANCIAL PARTNERS (NAPERVILLE, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 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.