As the financial world evolves and changes, Jacob feels called to continually improve and expand his skillset so he can create better experiences for clients and provide them with the exemplary service they deserve.
His career with IntentGen Financial Partners has helped him follow through on this calling by giving him the opportunity to make a significant impact in the lives of clients. By closely collaborating with them to build their financial plan, Jacob is able to help clients intentionally protect, spend and give their money in purposeful ways.
Jacob currently resides in Collierville, TN. He's extended his commute by a few hours and balances working remotely with trips back to the Naperville office. In his spare time, Jacob enjoys exercising, golfing and spending time outdoors with his family and their dogs.
"I believe our team can make a significant impact for our clients through a collaborative partnership that helps them intentionally protect, spend and give their money." - Jacob Schatz
No matter your financial path, our team of advisors can provide the support and care that will help you achieve your goals. We know that every client who walks through our doors has a unique and complex set of needs. Our advisors and support staff work collectively in order to provide personalized and comprehensive solutions for all of life's most pressing financial challenges.
Each member of our team has diverse skills and specializations, and everyone brings something unique to the table. As a result, there's no problem too big or too small for us to handle together. Our process is designed to help you articulate your priorities and attach purpose to your resources. From there, we'll work together to strategize for the future and maximize your ability to grow.
As an independent practice and a member of the Thrivent Advisor Network, we retain the best that Thrivent offers, but can now go even further to serve you and your community.
General Information |
| States Licensed in: | IL |
| Number of Years with Current Firm: | 15 |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Financial Advice & Consulting |
Services |
| Can meet clients in the following ways: | Email, Video Conference, Our Office, Phone |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250K+ |
| Compensation Methods: | Based on Assets |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as "Thrivent"), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC's Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA's Broker Check for more information about our Advisory Persons. Advisory Persons of Thrivent provide advisory services under a 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. |
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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