# Longenecker Financial Services

> Longenecker Financial Services is a state-registered investment advisory firm in Des Moines, IA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 321686
- Filed as: LONGENECKER FINANCIAL SERVICES
- Legal name: Longenecker Financial Services, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321686
- AdvisorCensus page: https://advisorcensus.com/firm/longenecker-financial-services-des-moines-ia-321686

## Quick answers

**How is Longenecker Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Longenecker Financial Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Longenecker Financial Services located?**
Longenecker Financial Services' principal office is in Des Moines, IA, according to its Form ADV.

**Is Longenecker Financial Services registered with the SEC or a state?**
Longenecker Financial Services is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321686.

**How much does Longenecker Financial Services manage?**
Longenecker Financial Services reports $82,068,562 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**What types of clients does Longenecker Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (236); high net worth individuals (16).

**Does Longenecker Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321686

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $82,068,562
- Discretionary: $82,068,562
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 236 | $55,080,254 |
| High net worth individuals | 16 | $26,988,308 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- longeneckerfinancial.com
- Facebook @longeneckerfinancial
- LinkedIn @brooklyn-vitiritto-063751114
- LinkedIn @josephlongenecker

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Longenecker Financial Services (CRD 321686): Form ADV filing data as of October 2026.