Loren Ipsen
Advisor at Ipsen Advisor Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ipsen Advisor Group
Location
Little Rock, AR 72211
Credentials
CFP®, Series 66
Industry experience
24 years
About
Loren Ipsen is a CFP® with 24 years of industry experience and currently serves as a financial advisor at Ipsen Advisor Group. His background includes 15 years at Ameriprise Financial Services and roles at Purshe Kaplan Sterling Investments and SOWELL MANAGEMENT. He is also president and owner of Ipsen Partners, LLC, a business support services firm. Ipsen Advisor Group provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a fundamental analysis approach to create customized portfolios and operates under a fiduciary standard.
Client services
Based on Ipsen Advisor Group
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Ipsen Advisor Group
General retirement planning
Charitable giving & philanthropy
Retirement plans for business owners (SEP, solo 401k)
Active portfolio management
Fee options
Financial Planning fixed fees typically range from $900 to $5,000
$0 - $1,000,000: 1.15% - 1.50% $1,000,000 - $2,500,000: 0.90% - 1.35% $2,500,000 - $5,000,000: 0.60% - 1.20% $5,000,000 - $10,000,000: 0.40% - 0.95% $10,000,000 - $15,000,000: 0.25% - 0.75% $15,000,000+: 0.15% - 0.65%
Up to $600 per hour for financial planning services
Fee-only: Financial Planning fees: $900 to $5,000 fixed fee or up to $600 per hour
Location
1701 Centerview Drive, Suite 121
Little Rock, AR 72211
Most active in
Loren I has reported serving >5 clients in these states in the last 12 months.
Arkansas · Florida · Texas
Work history
Ipsen Advisor Group, LLC
2022 - Present (4 years)
Purshe kaplan Sterling Investments
2021 - Present (5 years)
SOWELL MANAGEMENT d/b/a IPSEN ADVISOR GROUP
2020 - 2022 (2 years)
Ameriprise Financial Services, inc.
2005 - 2020 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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