Joseph T. Longenecker

LONGENECKER FINANCIAL SERVICES

Des Moines, IA 50312

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CRD#: 4545298

Professional summary

Joseph Theodore Longenecker, who also goes by Joseph Theodore Longenecker, Joseph Longenecker, Joseph Theodore Longnecker, Joseph Longnecker, is a registered financial advisor currently at LONGENECKER FINANCIAL SERVICES located in Des Moines, Iowa.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Joseph has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Theodore Longenecker | Joseph Longenecker | Joseph Theodore Longnecker | Joseph Longnecker

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) - - LONGNECKER FINANCIAL SERVICES; INVESTMENT RELATED; 3705 GRAND AVE., DES MOINES, IA 50312; LIFE INSURANCE; REP; BEGAN 2002; 160HOURS PER MONTH INCLUDING TRADING HOURS; PROVIDES LIFE INSURANCE. (2) - - JOE LONGENECKER; INVESTMENT RELATED; 3705 GRAND AVE., DES MOINES, IA 50312; REAL ESTATE; OWNER; BEGAN JULY 2008; 1 HOURS PER MONTH WITH NONE DURING TRADING; HAS A PROPERTY MANAGER WHO HANDLES EVERYTHING. (3) - - TURF TAMERS; NOT INVESTMENT RELATED; 4718 148TH ST, URBANDALE, IA 50323; LAWN CARE AND SNOW REMOVAL; CO OWNER SILENT PARTNER; BEGAN SEPT 15, 2012; 5 HOURS PER MONTH WITH NONE DURING TRADING; STARTED COMPANY WITH 2 OTHERS TO COVER THEIR PROPERTIES-NOT DAY TO DAY ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Theodore Longenecker'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®

None

Experience

Current

May 6, 2022 - Present

LONGENECKER FINANCIAL SERVICES

Office #1: 6000 Grand Avenue, Suite V, Des Moines, IA 50312

RIA

CRD#: 321686

Des Moines, IA

Past

April 20, 2017 - October 3, 2022

LEGACY FINANCIAL GROUP

RIA

CRD#: 154927

DES MOINES, IA

Past

April 10, 2017 - September 10, 2018

BROKER DEALER FINANCIAL SERVICES CORP.

CRD#: 8073

DES MOINES, IA

Past

September 2, 2016 - April 12, 2017

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

DEs Moines, IA

Past

September 1, 2016 - April 12, 2017

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

DES MOINES, IA

Past

February 7, 2003 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

DES MOINES, IA

Past

July 11, 2002 - February 7, 2003

THE MASTERS, INC.

RIA

CRD#: 108432

DES MOINES, IA

Past

June 25, 2002 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

DES MOINES, IA

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.

Highlighted states indicate IAR registrations

IAR

Iowa
(5/6/2022)

IAR

Texas
(11/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/10/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/24/2002

General Securities Representative Examination

Current Firm

LONGENECKER FINANCIAL SERVICES

LONGENECKER FINANCIAL SERVICES | LONGENECKER FINANCIAL SERVICES, L.L.C.

CRD#: 321686 / SEC#:

Iowa

Registered Investment Advisory firm - (5/6/2022 Approved)

Texas

Registered Investment Advisory firm - (11/7/2022 Conditional Restricted)

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Contact information

Main Address

6000 Grand Avenue, Suite V, Des Moines, IA 50312

Mailing Address

Phone number

(515) 309-4431

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	650
AUM (Assets Under Management)	$ 70,426,284

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph T. Longenecker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Theodore Longenecker's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONGENECKER FINANCIAL SERVICES

LEGACY FINANCIAL GROUP

BROKER DEALER FINANCIAL SERVICES CORP.

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

THE MASTERS, INC.

VSR FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/10/2002

SIE

Date: 9/10/2018

Series 7

Date: 6/24/2002

Current Firm

LONGENECKER FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LONGENECKER FINANCIAL SERVICES

TRUST BUT VERIFY

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