Unclaimed Profile

Loren Marshall Ipsen

IPSEN ADVISOR GROUP LLC·LITTLE ROCK, Arkansas

SIE, Series 7, Series 66, Series 99TOCFPClean record24 years registeredIPSEN ADVISOR GROUP LLC

2228 COTTONDALE LANE, LITTLE ROCK, AR 72202CRD# 4437893Firm CRD# 318010

Profile Verification

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

Identity

Loren Marshall Ipsen · LITTLE ROCK, AR

Registration

CRD #4437893 · IPSEN ADVISOR GROUP LLC · 24 years registered

Brand Profile

Not yet started

Career History

IPSEN ADVISOR GROUP

Apr 2022 – present

SOWELL MANAGEMENT

Jan 2021 – Mar 2022

Little Rock, AR

AMERIPRISE FINANCIAL SERVICES, LLC.

Nov 2001 – Jan 2021

LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · November 28, 2001

Years registered · 24

Professional designation · CFP

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 Loren Marshall Ipsen offer?

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

What are Loren Marshall Ipsen's credentials?

Loren Marshall Ipsen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Loren Marshall Ipsen located?

Loren Marshall 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 Loren Marshall Ipsen charge for services?

Loren Marshall 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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