Loren Marshall Ipsen

Employer firm

Ipsen Advisor Group CRD 318010

$236M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 12/2020
  Ameriprise Financial Services, Inc.
  Little Rock, AR
• 12/2020 → 03/2022
  Sowell Management D/B/A Ipsen Advisor Group
  Little Rock, AR
• 10/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2022 → Present
  Ipsen Advisor Group, Llc
  Little Rock, AR

Previous Registrations

• 2021-01-02 → 2022-03-31
  Sowell Management
  Little Rock, AR
  North Little Rock, AR
• 2001-11-28 → 2021-01-06
  Ameriprise Financial Services, Llc
  Little Rock, AR
  Texarkana, TX
  Little Rock, AR
  Bryant, AR

Other Businesses

(1.) NAME OF OBA: IPSEN PARTNERS, LLC; ADDRESS OF OBA: LITTLE ROCK, AR 72202; NATURE: BUSINESS SUPPORT SERVICES; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: PRESIDENT / OWNER; DUTIES: MANAGEMENT OF STAFF AND BUSINESS MANAGEMENT; START DATE: 01/2014; APPROX. NUMBER OF HOURS/MONTH: 30; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 20; (2.) NAME OF OBA: DIVERSIFIED BROKERAGE SERVICES, INC.; ADDRESS OF OBA: MINNEAPOLIS, MN 55416; NATURE: LIFE INSURANCE; INVESTMENT RELATED: YES; TITLE WITH OBA: GENERAL PRODUCER; DUTIES: SALE OF LTC, TERM, AND UNIVERSAL LIFE INSURANCE PRODUCTS (NO VARIABLE OR ANNUITIES); START DATE: 02/2021; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (3.) NAME OF OBA: MA NESPI HOLDINGS LLC; ADDRESS OF OBA: ALEXANDER, AR 72002; NATURE: MANAGEMENT/HOLDING COMPANY FOR REAL ESTATE AND OTHER RENTABLE ASSETS; INVESTMENT RELATED: YES; TITLE WITH OBA: OWNER/MANAGER; DUTIES: MANAGE RENTAL ASSETS; START DATE: 07/01/2025; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1

Exams

• S66 Uniform Combined State Law Examination
  2001-09-22

Designations

• Certified Financial Planner

Other Names

• Marshall Ipsen