LONGENECKER FINANCIAL SERVICES

LONGENECKER FINANCIAL SERVICES of DES MOINES, IA is an SEC-registered investment adviser (CRD 321686). Regulatory assets under management: $82.1M.

Registration

• CRD: 321686
• Type: Registered investment adviser
• Location: 6000 GRAND AVENUE, SUITE V, DES MOINES, IA, 50312
• Phone: 515-309-4431
• Latest filing: 2026-02-13
• Regulatory AUM: $82.1M
• Discretionary AUM: $82.1M
• Clients: 3
• Accounts: 690

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321686 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search