Ipsen Advisor Group - Investment Advisers

About Ipsen Advisor Group

Ipsen Advisor Group LLC is an investment adviser based in Little Rock, Arkansas, and is one of the investment advisers in Arkansas in this directory. The firm reports $236.1 million in regulatory assets under management and has five employees. Its services include financial planning, wealth management, and retirement planning. The firm was founded by Marshall Ipsen, a Certified Financial Planner professional with more than 20 years of experience in investment planning, wealth management, retirement strategies, and risk management. He holds both securities and insurance licenses, which lets him draw on a range of growth and protection strategies. Areas of focus include generational wealth transfer, planning for business founders, estate and education planning, tax planning, and impact investing. Co-founder Amy Ipsen serves as chief compliance officer, and Nick Merriweather, a CFP professional, is chief operations officer and has worked with the firm since 2016. The firm describes itself as a collaborative team that emphasizes transparency, trust, and ongoing communication, adjusting client strategies as careers, families, and markets change. It operates from an office in West Little Rock. Readers looking at investment advisers elsewhere in the country can browse the national investment adviser directory.

Key Facts

Assets Under Management

$236.1M

Employees

5

SEC File Number

801-123145