RIA Intel›Advisers›Iowa›LONGENECKER FINANCIAL SERVICES, L.L.C.

LONGENECKER FINANCIAL SERVICES, L.L.C.

Advisory

DES MOINES, IA

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in IA
#128
of 154 advisers by AUM
Average account
$119K
across 690 accounts
AUM per adviser
$41M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM
$82M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$82M
Discretionary AUM$82M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients252
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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THOMPSON CAPITAL MANAGEMENT, LLC
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GRIT FAMILY OFFICE, LLC
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