Loren Ipsen is a CFP® with 25 years of industry experience, currently serving at Ipsen Advisor Group since 2022. His prior experience includes 15 years at Ameriprise Financial Services and other roles at Purshe Kaplan Sterling Investments and SOWELL MANAGEMENT. Outside of advisory work, he is president and owner of Ipsen Partners, LLC, a business support services firm. Ipsen Advisor Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, and institutional sponsors. The firm employs fundamental analysis to construct tailored portfolios using equities, bonds, mutual funds, ETFs, and alternative investments.

Amy Ipsen is a financial advisor with Ipsen Advisor Group in Little Rock, AR, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes nearly two decades at Ameriprise Financial Services before founding Ipsen Advisor Group. Ipsen is also involved in managing business operations through Ipsen Partners, LLC. Ipsen Advisor Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm’s investment approach emphasizes fundamental analysis and tailored portfolios that include equities, bonds, mutual funds, ETFs, and other instruments.

James Merriweather is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of experience in the industry. He currently serves at Ipsen Advisor Group and has prior experience at Ameriprise Financial Services and Henderson State University. Merriweather is also an owner and manager of Ipsen Partners, LLC, where he participates in management meetings and business planning. Ipsen Advisor Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses fundamental analysis to construct tailored portfolios and offers both standalone financial planning and integrated managed accounts.