Loren Marshall Ipsen is launching Ipsen Advisor Group, a new financial advisory firm in Little Rock.
Ipsen is launching the new firm after owning an Ameriprise franchised financial advisory firm. Ipsen Advisor Group will provide financial planning, wealth management, tax planning, estate planning, along with other srvices such as insurance, education savings, sustainable investing and more. However, the new firm will provide a “broader spectrum of financial technology and tools, according to a company news release.
“Whether you have started your own business, are in retirement or an investor wondering what to do next, having a solid financial plan is important. Creating and managing a plan that’s based on research and flexible enough to adjust what’s going on around you – especially in today’s changing financial climate º is what we do best. We take people financially from ‘I want to’ to ‘I did,’” Ipsen said.
Several companies will be partnering with Ipsen Advisor Group to offer more financial services and tools. Fidelity Investments is one partner, and will provide “custodial, operational, practice management and trading support” for the new firm.
Ipsen Advisor Group will also be partnering with North Little Rock-based Sowell Management, a Registered Investment Advisor. Sowell will provide additional financial information analysis and portfolio and planning options.
Sowell Management president and CEO Bill Sowell called Ipsen Advisor Group a “Firm that shares Sowell’s core principles of honesty and transparency and will be an asset to those looking for a respected firm for solid, reliable financial planning.”
Ipsen Advisor Group will be located at 2228 Cottondale Lane, Suite 150 in Little Rock.