Longenecker Financial Services

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Client assets under management

$82,068,562

Clients

252

6% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

126

Very High

Average account size

$325,669

About

Longenecker Financial Services is a registered investment adviser that serves individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, and corporations with financial planning and personalized investment management. The firm also provides retirement plan consulting and ongoing 529 account review with view-and-trade (Level 2) access at no charge and sponsors a wrap-fee program described in its separate wrap brochure.

The firm delivers tailored financial plans and discretionary portfolio management based on each client’s goals, tax situation, existing holdings and risk preferences, with continuous supervision and periodic rebalancing. Its investment process uses both fundamental and technical analysis and commonly employs mutual funds, ETFs, variable insurance products and other publicly traded securities, while client assets are held at independent custodians selected for execution and custody services.

Compared with many peers, Longenecker Financial’s operations are notable for acting as a wrap-fee program sponsor and for its advisers’ roles as licensed insurance agents, which the brochure discloses can create potential conflicts of interest when insurance or annuity products are recommended. The firm also operates with a small advisory team managing discretionary client assets and integrates investment management with retirement-plan consulting and insurance-related services that clients may accept or decline.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Business succession planning College savings (529s, UTMA, etc.) Wealth management

Fee options

Percentage

Up to 1.00% annually

Main office location

Longenecker Financial Services

6000 Grand Avenue, Suite V

Des Moines IA 50312, United States

Number of offices

Most active in

Iowa · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 515-309-4431

Advisors at this firm

Joseph L

Series 66

Des Moines, IA

Longenecker Financial Services

Joseph Longenecker is a financial advisor at Longenecker Financial Services with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Legacy Financial Group, Broker Dealer Financial Services, Summit Brokerage Services, Summit Financial Group, Vsr Advisory Services, and Vsr Financial Services. Outside of financial advising, he is a co-owner and silent partner in a lawn care and snow removal business. Longenecker Financial Services serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering financial planning and personalized investment management. The firm provides discretionary portfolio management and retirement plan consulting, using both fundamental and technical analysis and employing mutual funds, ETFs, variable insurance products, and other publicly traded securities.

General retirement planning Business succession planning College savings (529s, UTMA, etc.) Wealth management

Brooklyn V

Series 65

Des Moines, IA

Longenecker Financial Services

Brooklyn Vitiritto is a Series 65-licensed financial advisor at Longenecker Financial Services in Des Moines, IA, with seven years of industry experience. Prior to joining Longenecker Financial Services, Brooklyn held roles at Legacy Financial Group, Principal Financial Group, and Iowa State University. Brooklyn is also involved in providing life insurance as part of their business activities. Longenecker Financial Services serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations with financial planning and personalized investment management. The firm offers tailored financial plans and discretionary portfolio management using fundamental and technical analysis, integrating investment management with retirement-plan consulting and insurance-related services.

General retirement planning Business succession planning College savings (529s, UTMA, etc.) Wealth management

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