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Brooklyn Marie Vitiritto

Longenecker Financial Services

Des Moines, IA

CRD 6650129

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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:

Current Employers
Longenecker Financial Services

6000 Grand Avenue, Suite V, Des Moines, IA 50312 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-05-06
  • IA RA
    APPROVED
    Since 2022-05-06

Branch Locations

6000 Grand Avenue, Suite V, Des Moines, IA 50312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Financial Group, Llc Dba Longenecker Financial Services Des Moines IA 05/2018 05/2022
Iowa State University Ames IA 08/2017 05/2018
Principal Financal Group Des Moines IA 05/2017 08/2017
Iowa State University Ames IA 08/2016 05/2017
Longenecker Financial Services, L.L.C. Des Moines IA 04/2022 Present
  • 05/2018 → 05/2022
    Legacy Financial Group, Llc Dba Longenecker Financial Services
    Des Moines, IA
  • 08/2017 → 05/2018
    Iowa State University
    Ames, IA
  • 05/2017 → 08/2017
    Principal Financal Group
    Des Moines, IA
  • 08/2016 → 05/2017
    Iowa State University
    Ames, IA
  • 04/2022 → Present
    Longenecker Financial Services, L.L.C.
    Des Moines, IA
Previous Registrations
Other Businesses

LONGNECKER FINANCIAL SERVICES; INVESTMENT RELATED; 6000 GRAND AVE., DES MOINES, IA 50312; LIFE INSURANCE; REP; BEGAN 2018; 160HOURS PER MONTH INCLUDING TRADING HOURS; PROVIDES LIFE INSURANCE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-19
  • S65 Uniform Investment Adviser Law Examination
    2018-11-19
Designations
  • Certified Financial Planner
Other Names
  • Brooklyn Marie Allgood

View on SEC IAPD

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