Longenecker Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Longenecker Financial Services is a registered investment adviser that serves individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, and corporations with financial planning and personalized investment management. The firm also provides retirement plan consulting and ongoing 529 account review with view-and-trade (Level 2) access at no charge and sponsors a wrap-fee program described in its separate wrap brochure.
The firm delivers tailored financial plans and discretionary portfolio management based on each client’s goals, tax situation, existing holdings and risk preferences, with continuous supervision and periodic rebalancing. Its investment process uses both fundamental and technical analysis and commonly employs mutual funds, ETFs, variable insurance products and other publicly traded securities, while client assets are held at independent custodians selected for execution and custody services.
Compared with many peers, Longenecker Financial’s operations are notable for acting as a wrap-fee program sponsor and for its advisers’ roles as licensed insurance agents, which the brochure discloses can create potential conflicts of interest when insurance or annuity products are recommended. The firm also operates with a small advisory team managing discretionary client assets and integrates investment management with retirement-plan consulting and insurance-related services that clients may accept or decline.
Client services
Expertise
Fee options
Up to 1.00% annually
Main office
6000 Grand Avenue, Suite V
Des Moines IA 50312
Advisors at this office
2
Most active in
Iowa · Texas
Also doing business as
Longenecker Financial Services · Longenecker Financial Services, L.L.C.
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.
Forms ADV
Quick links
Advisors at this firm
Joseph L
Series 66
Des Moines, IA
Longenecker Financial Services
Joseph Longenecker is a financial advisor at Longenecker Financial Services with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Legacy Financial Group, Broker Dealer Financial Services, and Summit Financial Group. Outside of his advisory role, he is a co-owner and silent partner of Turf Tamers, a lawn care and snow removal business. Longenecker Financial Services provides financial planning and personalized investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm sponsors a wrap-fee program and integrates discretionary portfolio management with retirement plan consulting and insurance-related services.
Brooklyn V
CFP®, Series 65
Des Moines, IA
Longenecker Financial Services
Brooklyn Vitiritto is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She has been with Longenecker Financial Services since 2018, including its predecessor Legacy Financial Group, and has prior experience at Principal Financial Group and Iowa State University. Brooklyn also provides life insurance services as part of her professional activities. Longenecker Financial Services serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations with financial planning and personalized investment management. The firm offers discretionary portfolio management and retirement plan consulting, using both fundamental and technical analysis, and operates a wrap-fee program alongside insurance-related services.
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