Amy E. Ipsen

IPSEN ADVISOR GROUP

LITTLE ROCK, AR 72202

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CRD#: 4667033

Professional summary

Amy Elizabeth Ipsen, who also goes by Amy Elizabeth Jolly, is a registered financial advisor currently at IPSEN ADVISOR GROUP located in Little Rock, Arkansas.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Amy has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amy Elizabeth Jolly

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: 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; (2.) NAME OF OBA: IPSEN PARTNERS, LLC; ADDRESS OF OBA: LITTLE ROCK, AR 72202; NATURE: MANAGEMENT AND BILL PAYMENTS FOR ADVISORY BUSINESS; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER/MANAGER; DUTIES: PARTICIPATE IN MANAGEMENT MEETINGS AND BUSINESS PLANNING, PROCESS PAYMENTS, MAINTAIN BOOKS AND RECORDS; START DATE: 01/01/2024; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Elizabeth Ipsen's CRS (Customer Relationship Summary).

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

March 8, 2022 - Present

IPSEN ADVISOR GROUP

Office #1: 2228 Cottondale Lane Suite 150, Little Rock, AR 72202

RIA

CRD#: 318010

LITTLE ROCK, AR

Past

July 31, 2003 - January 8, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LITTLE ROCK, AR

Past

July 10, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 10, 2003 - January 8, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

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".

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.

Highlighted states indicate IAR registrations

IAR

Arkansas
(3/8/2022)

IAR

Florida
(9/22/2025)

IAR

Texas
(8/1/2022)

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: 7/30/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 2/8/2005

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/15/2005

General Securities Principal Examination

Current Firm

IPSEN ADVISOR GROUP

IPSEN ADVISOR GROUP | IPSEN ADVISOR GROUP LLC

CRD#: 318010 / SEC#: 801-123145

RIA

Registered Investment Advisory firm - (2/2/2022 Approved)

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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

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 27 2025 IPS FORM ADV PART 2A AND 2B FINAL (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,004
AUM (Assets Under Management)	$ 217,766,402

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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Amy E. Ipsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Elizabeth Ipsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

IPSEN ADVISOR GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2003

SIE

Date: 10/1/2018

Series 7

Date: 7/8/2003

Series 51

Date: 2/8/2005

Series 24

Date: 1/15/2005

Current Firm

IPSEN ADVISOR GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IPSEN ADVISOR GROUP

TRUST BUT VERIFY

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