Ipsen Advisor Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ipsen Advisor Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm manages approximately $236 million in client assets across a small team and works with both individual and institutional retirement plan sponsors.
The firm bases portfolio construction on fundamental analysis and offers tailored portfolios composed of individual equities, bonds, mutual funds, ETFs and, when appropriate, options, margin, and private placement or partnership interests. Financial planning is offered as a standalone service (fixed or hourly fees) or integrated into managed accounts, and retirement-plan engagements include vendor analysis, IPS design, performance monitoring, and ERISA 404(c) assistance.
Ipsen discloses that some advisory personnel are also licensed insurance agents and that at least one supervised person maintains a separate registration with an unaffiliated broker-dealer, and it states that any insurance or brokerage commissions are received separately from advisory fees. This mix of fee-based advisory services together with insurance and broker-dealer activities is a distinguishing feature relative to many similarly sized supported firms and is identified in the brochure as a potential conflict of interest the firm manages through disclosures and supervisory controls.
Client services
Expertise
Fee options
Financial Planning fixed fees typically range from $900 to $5,000
$0 - $1,000,000: 1.15% - 1.50% $1,000,000 - $2,500,000: 0.90% - 1.35% $2,500,000 - $5,000,000: 0.60% - 1.20% $5,000,000 - $10,000,000: 0.40% - 0.95% $10,000,000 - $15,000,000: 0.25% - 0.75% $15,000,000+: 0.15% - 0.65%
Up to $600 per hour for financial planning services
Fee-only: Financial Planning fees: $900 to $5,000 fixed fee or up to $600 per hour
Main office
1701 Centerview Drive, Suite 121
Little Rock AR 72211
Advisors at this office
3
Most active in
Arizona · Arkansas · Florida · Georgia · Kentucky · Louisiana · Ohio · Tennessee · Texas
Also doing business as
Ipsen Advisor Group · Ipsen Advisor Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
James M
CFP®, Series 63, Series 65
Little Rock, AR
Ipsen Advisor Group
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.
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