This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

IPSEN ADVISOR GROUP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 22, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 22, 2001

First registration

Nov 28, 2001

Dual registered

yes, broker-dealer

Other names

Marshall Ipsen

IAPD individual key

4437893

• Occurred

  Mar 31, 2022
  Advisor changed firm

  Loren Marshall Ipsen left Sowell Management for Ipsen Advisor Group (registered 2022-08-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a753d7d0-16a2-aa60-53d2-4fa29f61a9f8

First observed

Nov 28, 2001

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.