Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey James Schmidt is a financial advisor with Thrivent Advisor Network, LLC. Corey has been in the industry since 1998 and is registered with both the state of Illinois and Texas. Corey is also a founding partner of Intentgen Financial Partners, an affiliated retail investment advisory firm. Corey has a deep understanding of the financial services industry and is committed to providing his clients with personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
08/19/2022 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
IL
09/24/2020 - 08/05/2024
PURSHE KAPLAN STERLING INVESTMENTS (Naperville IL)
IL
07/01/2002 - 09/24/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Naperville IL)
MN
08/03/1998 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 09/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Corey Schmidt is the right advisor for you? Invested Better is here to help.
