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D. G. (Chip) Gordon Kensinger Jr.

Advisor at BCG Securities, inc. — Cedar Rapids, IA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

43 years

Location

Cedar Rapids, IA 52401

BCG Securities, inc. logo

BCG Securities, inc.

Multi-team

Total advisors

35

Across 15 offices

Clients per advisor

59 Typical

Avg AUM per client

$365,224 Low

HNW client ratio

8% Low

About

D. G. (Chip) Kensinger Jr. is a CFP® professional with over 43 years of experience, currently serving at BCG Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and instructs Tai Chi classes part-time at the Grand Rapids YMCA. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and primarily provides non-discretionary advice, utilizing independent third-party managers and various analytical strategies.

Client services

Based on BCG Securities, inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on BCG Securities, inc.

Wealth management

Occupation focus

Based on BCG Securities, inc.

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fee for Financial Planning based on client's net worth.

Percentage

Under $100,000 - $100,000: Less than 1.50% $100,000 - $1,000,000: Approximately 1.00% Over $1,000,000+: 1.00% or individually negotiated

Commissions

Commission, trails, 12b-1 fees, and other product-level compensation may be received from sale of securities and investment products.

Project-based

Up to $500 per hour for Financial Planning Services.

Other

Account minimum: $25,000 Fee-only: Portfolio management fees based upon percentage of assets under management; Financial planning fees either hourly up to $500/hour or fixed fee based on client's net worth.

Location

See office

Cedar Rapids, IA

50 Second Ave. Bridge

Cedar Rapids IA 52401

Advisors at this office

2

Most active in

Iowa

Work history

43 years of industry experience

BCG Securities, inc.

2013 - Present • 13 years

Cherry Hill, NJ

BCG Securities, inc.

2013 - Present • 13 years

Cherry Hill, NJ

Private Advisor Group, LLC

2012 - 2013 • 1 year

RBC Capital Markets

1999 - 2012 • 13 years

Cedar Rapids, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ethan B

Series 65, CRPC®

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Ethan Ball is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and three years of industry experience. He has worked at Iowa Retirement Benefits since 2021, where he serves as Founder & Senior Advisor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment process using internally developed and independent asset allocation models, combining fundamental and technical analysis to manage client portfolios.

Retirement income strategy Roth conversion strategy Retirement withdrawal strategies Tax-loss harvesting General retirement planning University Employee Engineering Professional Executive Approaching retirement Retired Gen X (Born 1965-1980)

Keenan R

Series 65

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Keenan Redfearn is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and works at Iowa Retirement Benefits and Solutions. In addition to his advisory role, Mr. Redfearn is an insurance agent, utilizing various insurance products to further assist clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment process incorporating both fundamental and technical analysis, offering an open-architecture platform that includes a range of asset types and ongoing portfolio supervision.

Retirement income strategy Active portfolio management Income planning Social Security optimization Medicare planning Executive Founder/Business Owner Approaching retirement Retired
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Zachary B

Series 65

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Zachary Brotzman is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and experience working in the financial services industry since 2016. Prior to joining Coppell Advisory Solutions in 2025, he worked at Iowa Retirement Benefits and Solutions and Bankers Life and Casualty. Outside of investment advisory, he is involved in selling insurance and annuity products through Iowa Retirement Benefits and Solutions. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using internally developed or independent asset allocation models and implements strategies consistent with client goals.

Retirement income strategy General estate planning guidance Cash flow / budgeting Social Security optimization Long-term care insurance Executive Founder/Business Owner Retired University Employee Approaching retirement Retired
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Lance M

Series 65

Marion, IA

Lexington Capital, LLC

Lance McDonald is a financial advisor at Lexington Capital, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Lexington Capital since 2011. Additionally, he is a licensed insurance agent with an Iowa Life and Health Insurance license. Lexington Capital is an independent advisory firm managing approximately $12.6 million for individuals, high-net-worth clients, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, subadviser services, and participant account management, employing a combination of tactical and strategic asset allocation supported by quantitative and technical analysis.

Active portfolio management General retirement planning
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Riddhiman M

Series 65, Series 66

Cedar Rapids, IA

Ares-Bound Capital

Riddhiman Moharar is a financial advisor at Ares-Bound Capital with Series 65 and Series 66 licenses and five years of industry experience. Before founding Ares-Bound Capital in 2020, he worked for five years at International Business Machines Corp. He has a technical quantitative background with studies in physics and applied mathematics, and he operates an outside entertainment business. Ares-Bound Capital is an independent investment advisory firm serving individuals, high-net-worth clients, and small businesses. The firm combines tactical asset allocation and diversification with quantitative techniques and manages accounts on a discretionary basis, employing some higher-risk strategies with client consent.

Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Bradley P

Series 63, Series 65

Cedar Rapids, IA

Raindrop Financial, Inc

Bradley Parsons is the founder of Raindrop Financial, Inc, and holds Series 63 and Series 65 designations with 12 years of industry experience. He has worked as an optometrist and president of Bradley C Parsons OD PC since 2004. Raindrop Financial specializes in active investment management using options and futures-based trading strategies for pooled vehicles and institutional-style accounts. The firm’s approach focuses on short- to intermediate-term positions with an active market-timing posture, emphasizing liquidity and risk management.

Options & derivatives strategies Optometrist
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