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Chief Executive Officer and Financial Planner · Ipsen Advisor Group

Loren M. Ipsen

CRD 4437893 · Named on Form ADV at one SEC-registered adviser

At a glance

Ipsen Advisor Group, an SEC-registered wealth manager based in Little Rock, AR with $236 million in regulatory assets, lists Loren M. Ipsen on its Form ADV as Chief Executive Officer and Financial Planner, a control person.

Firms and roles

  • Ipsen Advisor GroupChief Executive Officer and Financial PlannerWealth manager · Little Rock, AR · $236M in regulatory assets

AtlasMembers

Loren’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Loren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.