Joseph Longenecker, financial advisor Des Moines IA
93 score

Joseph Longenecker

CRD Number: 4545298
Current Firm: Legacy Financial Group

Joseph Longenecker (CRD# 4545298) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Financial Group, LLC Des Moines, IA Apr 2017 - Current 1
Broker Dealer Financial Services West Des Moines, IA Apr 2017 - Current 1
Longenecker Financial Services Des Moines, IA Jun 2002 - Current 15
Summit Financial Group Inc. Des Moines, IA Sep 2016 - Apr 2017 < 1
Summit Brokerage Services, Inc. Des Moines, IA Sep 2016 - Apr 2017 < 1
Vsr Advisory Services Overland Park, KS Aug 2007 - Sep 2016 9
Vsr Financial Services, Inc. Overland Park, KS Jun 2002 - Sep 2016 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Joseph Longenecker
Phone Number: 515-334-5266
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    354
    MILLIONS
  • Total Number of Accounts
    2,458
    ACCOUNTS
  • Average Account Value
    $144,130
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, IN, LA, MN, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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