IPSEN ADVISOR GROUP LLC
Legal name: IPSEN ADVISOR GROUP
CRD #318010 SEC #801-123145 LITTLE ROCK, AR (501) 614-4700
SEC Registered
Total AUM
$217.8M
Discretionary
$194.8M
Employees
5
Clients
26
Accounts
1,004
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arkansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| IPSEN, AMY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | D | Control |
| IPSEN, AMY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | D | Control |
| IPSEN, AMY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | D | Control |
| IPSEN, AMY, ELIZABETH | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | D | Control |
| IPSEN, AMY, ELIZABETH | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | D | Control |
| IPSEN, AMY, ELIZABETH | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | D | Control |
| IPSEN, LOREN, MARSHALL | I | MANAGER AND FINANCIAL PLANNER | D | Control |
| IPSEN, LOREN, MARSHALL | I | MANAGER AND FINANCIAL PLANNER | D | Control |
| IPSEN, LOREN, MARSHALL | I | MANAGER AND FINANCIAL PLANNER | D | Control |
| IPSEN, LOREN, MARSHALL | I | CHIEF EXECUTIVE OFFICER AND FINANCIAL PLANNER | D | Control |
| IPSEN, LOREN, MARSHALL | I | CHIEF EXECUTIVE OFFICER AND FINANCIAL PLANNER | D | Control |
| IPSEN, LOREN, MARSHALL | I | CHIEF EXECUTIVE OFFICER AND FINANCIAL PLANNER | D | Control |
| IPSEN, AMY, ELIZABETH | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | C | Control |
| IPSEN, AMY, ELIZABETH | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | C | Control |
| IPSEN, AMY, ELIZABETH | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | C | Control |
| IPSEN, AMY, ELIZABETH | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | C | Control |
| IPSEN, AMY, ELIZABETH | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | C | Control |
| IPSEN, LOREN, MARSHALL | I | CHIEF EXECUTIVE OFFICER AND FINANCIAL PLANNER | C | Control |
| IPSEN, LOREN, MARSHALL | I | CHIEF EXECUTIVE OFFICER AND FINANCIAL PLANNER | C | Control |
| IPSEN, LOREN, MARSHALL | I | CHIEF EXECUTIVE OFFICER AND FINANCIAL PLANNER | C | Control |
| IPSEN, LOREN, MARSHALL | I | CHIEF EXECUTIVE OFFICER AND FINANCIAL PLANNER | C | Control |
| IPSEN, LOREN, MARSHALL | I | CHIEF EXECUTIVE OFFICER AND FINANCIAL PLANNER | C | Control |
| MERRIWEATHER, JAMES, NICHOLAS | I | CHIEF OPERATIONS OFFICER | B | Control |
| MERRIWEATHER, JAMES, NICHOLAS | I | CHIEF OPERATIONS OFFICER | B | Control |
| MERRIWEATHER, JAMES, NICHOLAS | I | CHIEF OPERATIONS OFFICER | B | Control |
| MERRIWEATHER, JAMES, NICHOLAS | I | CHIEF OPERATIONS OFFICER | B | Control |
| MERRIWEATHER, JAMES, NICHOLAS | I | CHIEF OPERATIONS OFFICER | B | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (11)
AL AR AZ FL GA IL KY LA OH TN TX
Address
2228 COTTONDALE LANESUITE 150
LITTLE ROCK, AR 72202
United States
Phone: (501) 614-4700