Unclaimed Profile

Amy Elizabeth Ipsen

IPSEN ADVISOR GROUP LLC·LITTLE ROCK, Arkansas

SIE, Series 7, Series 24, Series 51, Series 66Clean record23 years registeredIPSEN ADVISOR GROUP LLC

2228 COTTONDALE LANE, LITTLE ROCK, AR 72202CRD# 4667033Firm CRD# 318010

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Elizabeth Ipsen · LITTLE ROCK, AR

Registration

CRD #4667033 · IPSEN ADVISOR GROUP LLC · 23 years registered

Brand Profile

Not yet started

Career History

IPSEN ADVISOR GROUP

Mar 2022 – present

AMERIPRISE FINANCIAL SERVICES, LLC.

Jul 2003 – Jan 2021

LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 66

Registration record

First registered · July 31, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IPSEN ADVISOR GROUP LLC

CRD 318010 · SEC 801-123145

AUM

$192M

Regulatory assets under management

Employees

981 client accounts

Services offered by IPSEN ADVISOR GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IPSEN ADVISOR GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Amy Elizabeth Ipsen offer?

Amy Elizabeth Ipsen specializes in Financial Planning, Investment Management. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are Amy Elizabeth Ipsen's credentials?

Amy Elizabeth Ipsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Elizabeth Ipsen located?

Amy Elizabeth Ipsen is based in LITTLE ROCK, Arkansas, working with IPSEN ADVISOR GROUP LLC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.

How does Amy Elizabeth Ipsen charge for services?

Amy Elizabeth Ipsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IPSEN ADVISOR GROUP LLC?

IPSEN ADVISOR GROUP LLC has approximately 5 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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