Loren
Ipsen
Ipsen Advisor Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Loren Ipsen is a certified financial planner who works in Little Rock, Arkansas who has 1 year of relevant experience. Ipsen works at Ipsen Advisor Group. Throughout their career, Ipsen has worked at Ameriprise Financial Services, Inc, Sowell Management D/B/A Ipsen Advisor Group, Purshe Kaplan Sterling Investments and Ipsen Advisor Group, LLC. Ipsen has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Arkansas and Texas. Ipsen Advisor Group is a financial advisory firm headquartered in Little Rock, AR. It handles $204 million in total assets across its 1,005 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,005 customer accounts, just 14% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually are based on which services the firm provides the client. However, fee types billed by Ipsen Advisor Group likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ipsen Advisor Group Brokerage Details
$203,532,254
4
1,005
$202,520
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Loren Ipsen Work History
Loren has been registered as a financial advisor for 1 years.*
Ipsen Advisor Group, LLC
Purshe Kaplan Sterling Investments
Sowell Management D/B/A Ipsen Advisor Group
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
