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CFP
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CFP

Loren Ipsen

Ipsen Advisor Group
25 Years of Experience
Little Rock, AR
BrokerSells Insurance
View SEC Summary
View SEC Summary

Loren Ipsen is a CFP-designated registered investment advisor at Ipsen Advisor Group, based in Little Rock, AR, with 25 years of industry experience. Loren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 337 clients with $240M in assets under management.

Ipsen Advisor Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
337 clients
Average Client Portfolio
$701K average
Assets Under Management
$236.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.5M1.35%
$2.5M - $5.0M1.20%
$5.0M - $10.0M0.95%
$10.0M - $15.0M0.75%
$15M+0.65%

Fees are negotiable based on aggregate family holdings, relationship size, and other factors. Rates shown reflect the maximum end of each tier's stated range.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1701 Centerview Drive, Suite 121, Little Rock, AR, 72211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Loren is the President/Owner of Ipsen Partners, LLC, providing business support services, dedicating about 10-20% of his time. He is also a General Producer for Diversified Brokerage Services, Inc., selling life insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Ipsen Advisor Group
April 2022 - Present · 4 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2021 - Present · 5 yrs
Previous Registrations
Sowell Management
January 2021 - March 2022 · 1 yr 2 mos
Ameriprise Financial Services, LLC.
November 2001 - January 2021 · 19 yrs 2 mos
Ameriprise Financial Services, LLCBroker
September 2001 - January 2021 · 19 yrs 4 mos
Ids Life Insurance CompanyBroker
September 2001 - July 2006 · 4 yrs 10 mos
State Registrations4 states
ALARFLTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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