Joseph Longenecker, financial advisor Des Moines IA

Joseph Longenecker

CRD Number: 4545298
Current Firm: Longenecker Financial Services

Joseph Longenecker (CRD# 4545298) is an Investment Advisor Representative working at Longenecker Financial Services in Des Moines, IA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Longenecker Financial Services, LLC Des Moines, IA Apr 2022 - Current 2
Legacy Financial Group, LLC Des Moines, IA Apr 2017 - Sep 2022 5
Broker Dealer Financial Services West Des Moines, IA Apr 2017 - Aug 2018 1
Summit Brokerage Services, Inc. Des Moines, IA Sep 2016 - Apr 2017 < 1
Summit Financial Group 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 T. Longenecker
Phone Number: 515-309-4431
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $101,129
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IA, TX

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