Loren
Ipsen

Ipsen Advisor Group

CRD#4437893
Investment Advisor
in Little Rock, AR

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About this Advisor

Loren Ipsen is a financial advisor based in Little Rock, Arkansas, working with Ipsen Advisor Group. Loren has previously held positions at Ameriprise Financial Services, Inc, Sowell Management D/B/A Ipsen Advisor Group, Purshe Kaplan Sterling Investments, and Ipsen Advisor Group, LLC. Loren has passed the Series 66 regulatory exam and is registered to provide services in Arkansas and Texas. Currently, Loren is part of Ipsen Advisor Group, which operates out of Little Rock, Arkansas. The firm has 5 employees and manages assets totaling $192.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Ipsen Advisor Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2228 Cottondale Lane Suite 150
Little Rock, AR 72202

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Ipsen Advisor Group Brokerage Details

Total Assets Under Management

$192,000,253

AR Average: $880,205,985
Total Number of Employees

5

AR Average: 42
Total Number of Accounts

981

AR Average: 1,714
Average Account Size

$195,719

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Loren Ipsen Work History

2022 - Present (3 years)

Ipsen Advisor Group, LLC

2021 - Present (4 years)

Purshe Kaplan Sterling Investments

2020 - 2022 (2 years)

Sowell Management D/B/A Ipsen Advisor Group

2005 - 2020 (15 years)

Ameriprise Financial Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Loren Ipsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ipsen Advisor Group

James Merriweather
Little Rock, AR
Loren Ipsen
Little Rock, AR
Amy Ipsen
Little Rock, AR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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