Loren Marshall Ipsen
Investment adviser representative at Ipsen Advisor Group
21 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$236.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Ipsen Advisor Group, LLCJan 2022 to now
- Purshe Kaplan Sterling InvestmentsOct 2021 to now
- Sowell Management d/b/a Ipsen Advisor GroupDec 2020 to Mar 2022
- Ameriprise Financial Services, Inc.Sep 2005 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (AR, FL, TX).
Ipsen Advisor Group
Legal name: Ipsen Advisor Group LLC
$236.1MAssets managed
337Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4437893
- Firm CRD
- 318010