Ipsen Advisor Group

Loren Ipsen is a CFP® with 24 years of industry experience and currently serves as a financial advisor at Ipsen Advisor Group. His background includes 15 years at Ameriprise Financial Services and roles at Purshe Kaplan Sterling Investments and SOWELL MANAGEMENT. He is also president and owner of Ipsen Partners, LLC, a business support services firm. Ipsen Advisor Group provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a fundamental analysis approach to create customized portfolios and operates under a fiduciary standard.

Amy Ipsen is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Ipsen Advisor Group, where she has worked since 2020, previously spending 19 years at Ameriprise Financial Services. Ipsen also manages Ipsen Partners, LLC, a business involved in advisory firm management and business planning. Ipsen Advisor Group serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm employs a fundamental analysis-based investment process tailored to individual client goals and maintains a fiduciary standard in its advice.

James Merriweather is a CFP® with six years of industry experience, currently serving as an advisor at Ipsen Advisor Group since 2022. His prior experience includes roles at Ameriprise Financial Services and Henderson State University. He is also the owner and manager of Ipsen Partners, LLC, a management and business planning entity unrelated to investment activities. Ipsen Advisor Group provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm emphasizes fundamental analysis and individualized investment policies, managing portfolios that include equities, bonds, mutual funds, and ETFs under a fiduciary standard.