A complete list of active advisors currently associated with Ipsen Advisor Group

Warmer can help you find a great advisor at Ipsen Advisor Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ipsen Advisor Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.