Joseph Longenecker
Joseph Longenecker is a registered investment advisor at Longenecker Financial Services, based in Des Moines, IA, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 252 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee includes financial planning services. Fees may be waived or negotiated lower for certain clients.
Fee Estimator
Location
6000 Grand Avenue, Suite V, Des Moines, IA, 50312
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph provides life insurance through Longnecker Financial Services, dedicating nearly full-time hours to this activity. He also owns real estate property, which requires minimal time, and is a silent co-owner of Turf Tamers, a lawn care and snow removal business, spending a few hours per week.
Employment History
Current Registrations
Longenecker Financial Services
Previous Registrations
Legacy Financial Group
Broker Dealer Financial Services CORP.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
State Registrations2 states
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.