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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-02-2022
- Office Locations
- 1
Office Locations
About Ipsen Advisor Group
Ipsen Advisor Group is a Little Rock, Arkansas-based financial planning and wealth management team serving individuals, families, and business owners in Central Arkansas and beyond. With two CERTIFIED FINANCIAL PLANNER® professionals, they build customized financial plans and personalized investment strategies, then continually manage and refine them to meet objectives without unnecessary risk, combining technology with real-life advisor experience.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AMY ELIZABETH IPSEN
Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- #4667033
- Ownership
- 25% but less than 50%
LOREN MARSHALL IPSEN
Chief Executive Officer, FINANCIAL PLANNER
- CRD
- #4437893
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,518,739 | $244,526 |
| Non-Discretionary | $13,579,854 | $146,020 |
| Total | $236,098,593 | $235,392 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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