AUMdb

Lns Operations, Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 341913 · SEC file 801-136284 · Naperville, IL · WWW.INTENTGEN.COM
☆ Save with Pro ADV data as of Jul 17, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
Accounts
0
Employees
16

AUM over time

$0 $0
Apr 15, 2026 Jul 17, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 17, 2026

Who they serve

Client typeClientsAUM% of AUM

People (10)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Andrew Gregory Abel Registered representative May 2026 (0y)
Cole Allen Vickrey Registered representative May 2026 (0y)
Jacob Schatz Registered representative CFP May 2026 (0y)
Jack Joseph Ayotte Registered representative May 2026 (0y)
Joseph Thomas Schmitt Registered representative May 2026 (0y)
Michael William Mathey Registered representative May 2026 (0y)
Patrick James Morris Registered representative CFA May 2026 (0y)
Corey James Schmidt Registered representative CFP May 2026 (0y)
Zachary Anders Larson Registered representative CFP Chartered Financial Consultant May 2026 (0y)
Carl Dalsgaard Christiansen Registered representative May 2026 (0y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/17/2026 904 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees
  • Commissions

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.

View current Form ADV (SEC/IAPD) ↗