Jacob Schatz (CRD# 5522486) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Naperville, IL and has over 15 years of experience in the finance industry. Jacob Schatz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Advisor Network, Llc D/b/a Intentgen Financial Partners | Naperville, IL | Sep 2020 - Current | 3 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Sep 2020 - Current | 3 |
| Thrivent Financial | Appleton, WI | May 2008 - Sep 2020 | 12 |
| Thrivent Investment Management Inc. | Naperville, IL | Apr 2008 - Sep 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- IL
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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