Loren M. Ipsen
IPSEN ADVISOR GROUP
LITTLE ROCK, AR 72202
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CRD#: 4437893
Professional summary
Loren Marshall Ipsen, CFP®, who also goes by Marshall Ipsen, is a registered financial advisor currently at IPSEN ADVISOR GROUP located in Little Rock, Arkansas and PURSHE KAPLAN STERLING INVESTMENTS located in Little Rock, Arkansas.
Loren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Loren has worked at 5 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Biography
Marshall has over 20 years of experience in the financial planning industry. When he is not working you might find him with his wife and kids or out exploring the Natural State. He enjoys and finds peace in the great outdoors; his favorite activities are hunting, fishing, camping and golf in particular. Marshall also enjoys teaching elementary kids during Sunday School at his church.
Question & Answer
What are your service offerings?
Estate Planning
Socially Responsible Investing
Retirement Income Management
Tax Planning
Education Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Annuities
Charitable & Planned Giving
Estate Planning
Investment Management
Employee Benefits
Insurance
Retirement
Stocks & Bonds
Personal Taxes
Are you a "fiduciary"?
Yes
Aliases
Marshall Ipsen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1.) NAME OF OBA: IPSEN PARTNERS, LLC; ADDRESS OF OBA: LITTLE ROCK, AR 72202; NATURE: BUSINESS SUPPORT SERVICES; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: PRESIDENT / OWNER; DUTIES: MANAGEMENT OF STAFF AND BUSINESS MANAGEMENT; START DATE: 01/2014; APPROX. NUMBER OF HOURS/MONTH: 30; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 20; (2.) NAME OF OBA: DIVERSIFIED BROKERAGE SERVICES, INC.; ADDRESS OF OBA: MINNEAPOLIS, MN 55416; NATURE: LIFE INSURANCE; INVESTMENT RELATED: YES; TITLE WITH OBA: GENERAL PRODUCER; DUTIES: SALE OF LTC, TERM, AND UNIVERSAL LIFE INSURANCE PRODUCTS (NO VARIABLE OR ANNUITIES); START DATE: 02/2021; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (3.) NAME OF OBA: MA NESPI HOLDINGS LLC; ADDRESS OF OBA: ALEXANDER, AR 72002; NATURE: MANAGEMENT/HOLDING COMPANY FOR REAL ESTATE AND OTHER RENTABLE ASSETS; INVESTMENT RELATED: YES; TITLE WITH OBA: OWNER/MANAGER; DUTIES: MANAGE RENTAL ASSETS; START DATE: 07/01/2025; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
CRS (Client Relationship Summary) - RIA
Click below to view Loren Marshall Ipsen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
April 4, 2022 - Present
IPSEN ADVISOR GROUP
Office #1: 2228 Cottondale Lane Suite 150, Little Rock, AR 72202RIA
CRD#: 318010
LITTLE ROCK, AR
Current
October 29, 2021 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2228 Cottondale Lane Suite 150, Little Rock, AR 72202BD
CRD#: 35747
Little Rock, AR
Past
January 2, 2021 - March 31, 2022
SOWELL MANAGEMENT
RIA
CRD#: 127145
Little Rock, AR
Past
November 28, 2001 - January 6, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LITTLE ROCK, AR
Past
September 6, 2001 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 6, 2001 - January 6, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
LITTLE ROCK, AR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
IPSEN ADVISOR GROUP
IPSEN ADVISOR GROUP | IPSEN ADVISOR GROUP LLC
CRD#: 318010 / SEC#: 801-123145
RIA
Registered Investment Advisory firm - (2/2/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/29/2021)
RR
Arkansas(10/29/2021)
IAR
Arkansas(4/4/2022)
IAR
Florida(10/23/2025)
RR
Texas(10/29/2021)
IAR
Texas(8/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
IPSEN ADVISOR GROUP
IPSEN ADVISOR GROUP | IPSEN ADVISOR GROUP LLC
CRD#: 318010 / SEC#: 801-123145
RIA
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Contact information
Main Address
2228 Cottondale Lane Suite 150, Little Rock, AR 72202
Mailing Address
Phone number
(501) 614-4700
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,004 |
| AUM (Assets Under Management) | $ 217,766,402 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IPSEN ADVISOR GROUP
CRD#: 318010Little Rock, AR 72202TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
