Falists
← Back to search

LONGENECKER FINANCIAL SERVICES

LONGENECKER FINANCIAL SERVICES, L.L.C.

CRD 321686

Visit website

6000 GRAND AVENUE, SUITE V, DES MOINES, IA, 50312, United States

Phone

515-309-4431

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$82.1M

Discretionary AUM

$82.1M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals236$55.1M
High net worth individuals16$27.0M

All web addresses on file

Official SEC filing: View on IAPD