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72210
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Out of 400,000+ nationwide
Loren I
CFP®, Series 66
Little Rock, AR
Ipsen Advisor Group
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.
Alvin R
CFP®, Series 66
Little Rock, AR
Financial Legacy Management, NC.
Alvin Rogers II is a Certified Financial Planner® with 23 years of industry experience, currently with Financial Legacy Management, Inc. in Little Rock, Arkansas, where he has worked for 20 years. He holds the Series 66 license and focuses on comprehensive financial planning and investment management. Financial Legacy Management, Inc. provides personalized, fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, managing approximately $155 million for about 350 clients. The firm employs a strategic asset-allocation approach that combines passive index and ETF core holdings with selective active funds and offers multiple engagement models including ongoing portfolio management and standalone financial planning.
James G
Series 66, Series 65
Little Rock, AR
Brown Capital Management, LLC
James George is a financial advisor with Brown Capital Management, LLC in Little Rock, AR, holding Series 65 and Series 66 credentials and seven years of industry experience. He has worked at Brown Capital Management since 2019 and also serves clients through JDJ Advisors, where he dedicates time to assisting clients with life insurance products. Brown Capital Management serves individuals, high-net-worth clients, foundations, and pension and profit-sharing plans by providing portfolio management and hourly financial planning. The firm employs a multifaceted investment approach that includes technical and fundamental analysis and offers comprehensive planning services that incorporate insurance products.
John G
Series 63, Series 65
North Little Rock, AR
Argenta Wealth Management
John Gaudin is a financial advisor with Argenta Wealth Management in North Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has led Gaudin and Associates since 1998. Outside of his advisory work, Mr. Gaudin serves as Board President for both the ACANSA Arts Festival and the Mid-America Arts Alliance, and he founded Potluck & Poison Ivy, an organization that hosts live dinner and storytelling events. Argenta Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $83.6 million for about 82 clients, offering tailored investment advice through custom and model portfolios, and employs a broad mix of securities with continuous account monitoring and rebalancing.
Justin G
Series 63, Series 65
Little Rock, AR
Asset Protection Wealth Management LLC
Justin Garrison is the sole advisor at Asset Protection Wealth Management LLC in Little Rock, AR, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Asset Protection Wealth Management since 2007 and also serves as president of Asset Protection Group, LLC, where he is involved in insurance sales. The firm provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, operating as a single-advisor practice. It focuses on financial objectives, cash flow and tax planning, insurance review, retirement and estate planning, and works with third-party money managers for portfolio implementation.
Janice C
Series 65, Series 63
Little Rock, AR
Corkern & Co., Inc.
Janice Corkern is a financial advisor at Corkern & Co., Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and is based in Little Rock, Arkansas. Janice has worked alongside Barry M. Corkern, who has been with the firm since 1987. Corkern & Co. specializes in private, multi-generational wealth management for high-net-worth individuals, families, trusts, and institutional clients. The firm employs a non-discretionary investment approach grounded in Modern Portfolio Theory and uses portfolio optimization software to create customized asset allocations.
Lawson C
Series 63, Series 65
Little Rock, AR
Corkern & Co., Inc.
Lawson Corkern is a financial advisor at Corkern & Co., Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2023. Corkern & Co., Inc. provides wealth management services primarily to high-net-worth individuals, families, trusts, and institutional clients, overseeing approximately $162 million in assets. The firm employs a non-discretionary approach to portfolio management based on Modern Portfolio Theory, combining investment strategies with tax, debt, estate, and charitable planning.
Rocklin S
CFP®, Series 63, Series 66
Little Rock, AR
Clientfirst Wealth Management, LLC
Rocklin Senavinin is a CFP® professional with 26 years of industry experience, currently serving at ClientFirst Wealth Management, LLC in Little Rock, AR. He has been with Fiduciary Wealth Management, LLC since 2016. Senavinin is a board member of the Mount St. Mary Foundation, assisting with finance-related matters. ClientFirst Wealth Management serves individual and high-net-worth clients, offering fee-only discretionary asset management along with subscription-style financial planning. The firm creates portfolios based on client goals and risk tolerance, employing various analysis methods and maintaining regular monitoring while disclosing fiduciary obligations.
Maureen R
Series 65, Series 66
Little Rock, AR
Mendel Capital Management, LLC
Maureen Ruggiero is a financial advisor at Mendel Capital Management, LLC in Little Rock, AR, with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Mendel Capital Management and its predecessor entities since 2007, as well as operating AR Small Business Solutions from 2010 to 2020. Mendel Capital Management serves individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses, providing discretionary and non-discretionary portfolio management, pension consulting, and participant education. The firm integrates financial planning with investment management and combines fundamental and technical analysis to tailor advice to client objectives and risk tolerance.
Barry C
CFP®, Series 63
Little Rock, AR
Corkern & Co., Inc.
Barry Corkern is a CFP® with over 41 years of industry experience and serves as an advisor at Corkern & Co., Inc. in Little Rock, AR. He has been affiliated with Financial Decisions Institute, Inc. since 1999 and operates his own advisory practice since 1983. Outside of financial advising, he holds board positions with Contour Med, Inc., which specializes in custom breast prosthesis, and Gomba Estates, Ltd., a company based in Tanzania. Corkern & Co. provides private, multi-generational wealth management to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a non-discretionary investment approach based on Modern Portfolio Theory, utilizing portfolio optimization software and primarily no-load mutual funds, ETFs, and select individual securities, with comprehensive planning services including tax, debt, estate, and charitable planning.
Colin G
PFS™, Series 66
North Little Rock, AR
EGP Wealth Management, LLC
Colin Gorman is a financial advisor with EGP Wealth Management, LLC, holding a PFS™ designation and Series 66 license, and has 21 years of industry experience. His career includes roles at EGP Wealth Management, EGP PLLC, and 1st Global Advisors, Inc. Outside of advisory work, he serves as Junior Vice Commander for the Marine Corps League, Sid McMath Detachment, and is a finance committee member at First United Methodist Church. EGP Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, retirement plans, and businesses, employing model portfolios based on modern portfolio theory with a focus on ETFs, mutual funds, stocks, and bonds.
Randall D
Series 63, Series 65
Little Rock, AR
R.M. Duncan Capital Management Corporation
Randall Duncan is a financial advisor at R.M. Duncan Capital Management Corporation with 46 years of industry experience. He has been associated with R.M. Duncan Securities, Inc. since 1990. Outside of his advisory work, he owns a law practice and is involved in agricultural activities through a hay-growing farm. R.M. Duncan Capital Management Corporation provides discretionary portfolio management to individuals, trusts, estates, limited partnerships, corporations, and other entities, managing a small client base with approximately $12.7 million in regulatory assets. The firm employs a variety of investment strategies, including charting, cyclical, fundamental and technical analysis, and option strategies, with accounts managed on a discretionary basis subject to client-imposed restrictions.
Stephen S
Series 63, Series 66
Little Rock, AR
First Financial Services, LLC
Stephen Sanders is a financial advisor at First Financial Services, LLC in Little Rock, AR, with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at M.S. Howells & Co and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as co-trustee of a family trust and manages a farm operation. First Financial Services is a supported firm with three advisors.
Andrew V
Series 65
North Little Rock, AR
Veach Family Financial
Andrew Veach is a financial advisor at Veach Family Financial in North Little Rock, AR, holding a Series 65 designation with seven years of industry experience. He has worked at Independent Financial Advisors, Inc. since 2022 and Applied Capital LLC since 2018. Prior to his advisory roles, he was employed at Spirotherm from 2012 to 2018. Veach Family Financial provides personalized, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $130 million for around 180 client households, employing a strategic asset allocation approach centered on passively managed mutual funds and ETFs, with global diversification and occasional use of individual securities or limited option strategies.
Stephen N
CFP®, Series 63, Series 66
Little Rock, AR
Ethos Capital Group, LLC
Stephen Northington is a CFP® professional with 27 years of industry experience. He is currently with Ethos Capital Group, LLC, where he has worked since 2021, following a 12-year tenure at LPL Financial under the Northington Investment Group. Ethos Capital Group serves individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm offers discretionary asset management, financial planning, and an ERISA/401(k) advisory subscription service, tailoring investment programs and financial plans to client goals, time horizons, and risk tolerance.
Thomas S
Series 63, Series 65
Little Rock, AR
First Financial Services, LLC
Thomas Sanders is a financial advisor with First Financial Services, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior positions include roles at M.S. Howells & Co., Cambridge Investment Research, and Sowell Financial Services. Outside of advising, he serves on the board of a nonprofit organization and is involved in administrative activities supporting a family art business. Cove Street Capital provides discretionary portfolio management and advisory services to individual, high-net-worth, institutional, and pooled-vehicle clients, employing a bottom-up, fundamental value investment approach across focused small-cap, microcap, and strategic value strategies.
Lindsey B
Series 66
North Little Rock, AR
EGP Wealth Management, LLC
Lindsey Baker is a financial advisor at EGP Wealth Management, LLC with 10 years of industry experience and holds the Series 66 designation. She has worked at EGP Wealth Management since 2016 and was previously with 1st Global Advisors, Inc. and 1st Global Capital Corp. Baker is also a partner at EGP, PLLC, an accounting firm. EGP Wealth Management provides investment advisory, financial planning, and pension consulting to individuals, retirement plans, and businesses. The firm employs model portfolios and modern portfolio theory principles, focusing on ETFs, mutual funds, stocks, and bonds, with both discretionary and non-discretionary management options.
Margaret L
Series 63, Series 65
Little Rock, AR
Financial Legacy Management, NC.
Margaret Logue is a financial advisor at Financial Legacy Management, Inc. in Little Rock, AR, with 28 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for LPL Financial, LLC from 2006 to 2024. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index and exchange-traded funds combined with selective active management, operating strictly on a fee-only basis without selling financial products or accepting commissions.
Amy I
Series 66
Little Rock, AR
Ipsen Advisor Group
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.
Angela F
Series 66
North Little Rock, AR
EGP Wealth Management, LLC
Angela Frazier is a financial advisor with EGP Wealth Management, LLC in North Little Rock, AR. She holds a Series 66 designation and has 12 years of industry experience. Prior to joining EGP Wealth Management, she worked at 1st Global Advisors, Inc. and 1st Global Capital Corp from 2014 to 2018. She is also a partner at EGP, PLLC, an accounting firm. EGP Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, retirement plans, and businesses. The firm utilizes model portfolios based on modern portfolio theory, offering both discretionary and non-discretionary portfolio management, with ongoing monitoring and rebalancing.
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769 advisors near
72210
within the area shown on the map
Out of 400,000+ nationwide