$500MM AUM | $750,000 EBITDA in
We are IntentGen Financial Partners. We help clients plan intentionally so they are able to live generously. Currently we are an independent broker dealer with Thrivent Financial. Over the next quarter we are transitioning to an RIA platform where we will custody assets through Fidelity, Schwab, and TD Ameritrade.
We are in search of experienced advisors who would like to grow their business while working in a team environment. In some cases this includes advisors who by working with a team are able to focus on the activites that give them energy. In other cases it is an advisor who wants to increase their flexibility without sacrificing service to their clients.