CRD: 321686
Longenecker Financial Services
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- Custodian
- Charles Schwab & Company · Principal · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-06-2022
- Office Locations
- 1
Office Locations
About Longenecker Financial Services
Longenecker Financial Services is an independent Des Moines, Iowa advisory firm delivering grounded, conversation-led financial planning and portfolio construction for individuals and families, including business owners and retirees. Portfolios lean heavily on ETFs, with Schwab among key custodians, and the team works with clients across time zones.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 252 clients, or 126 clients per representative. That equates to $325.7K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Longenecker Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Joseph Theodore Longenecker
Chief Compliance Officer, Managing Member, President
- CRD
- #4545298
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brooklyn Marie Vitiritto
Financial Advisor
- CRD
- #6650129
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,068,562 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,068,562 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Longenecker Financial Services has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.