Joseph Theodore Longenecker

Employer firm

Longenecker Financial Services CRD 321686

$82.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2002 → 09/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 08/2007 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 09/2016 → 04/2017
  Summit Brokerage Services, Inc.
  Des Moines, IA
• 09/2016 → 04/2017
  Summit Financial Group Inc
  Des Moines, IA
• 04/2017 → 08/2018
  Broker Dealer Financial Services
  West Des Moines, IA
• 04/2017 → 09/2022
  Legacy Financial Group, Llc
  Des Moines, IA
• 04/2022 → Present
  Longenecker Financial Services, L.L.C.
  Des Moines, IA

Previous Registrations

• 2017-04-20 → 2022-10-03
  Legacy Financial Group
  Des Moines, IA
  Des Moines, IA
• 2016-09-02 → 2017-04-12
  Summit Financial Group Inc
  Des Moines, IA
• 2003-02-07 → 2016-09-01
  Vsr Financial Services, Inc.
  Huxley, IA
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA
  Overland Park, KS
  Overland Park, KS
  Des Moines, IA
• 2002-07-11 → 2003-02-07
  The Masters, Inc.
  Des Moines, IA

Other Businesses

(1) - - LONGNECKER FINANCIAL SERVICES; INVESTMENT RELATED; 3705 GRAND AVE., DES MOINES, IA 50312; LIFE INSURANCE; REP; BEGAN 2002; 160HOURS PER MONTH INCLUDING TRADING HOURS; PROVIDES LIFE INSURANCE. (2) - - JOE LONGENECKER; INVESTMENT RELATED; 3705 GRAND AVE., DES MOINES, IA 50312; REAL ESTATE; OWNER; BEGAN JULY 2008; 1 HOURS PER MONTH WITH NONE DURING TRADING; HAS A PROPERTY MANAGER WHO HANDLES EVERYTHING. (3) - - TURF TAMERS; NOT INVESTMENT RELATED; 4718 148TH ST, URBANDALE, IA 50323; LAWN CARE AND SNOW REMOVAL; CO OWNER SILENT PARTNER; BEGAN SEPT 15, 2012; 5 HOURS PER MONTH WITH NONE DURING TRADING; STARTED COMPANY WITH 2 OTHERS TO COVER THEIR PROPERTIES-NOT DAY TO DAY ACTIVITY.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-10

Other Names

• Joseph Theodore Longnecker
• Joseph Theodore Longenecker
• Joseph Longenecker
• Joseph Longnecker