Single Family OfficeRIA · CRD 321686SEC-Registered

Updated:

Longenecker Financial Services

LONGENECKER FINANCIAL SERVICES is an SEC-registered investment adviser in DES MOINES, IA. The firm manages approximately $82 million in regulatory assets.

Longenecker Financial Services

LONGENECKER FINANCIAL SERVICES is an SEC-registered investment adviser in DES MOINES, IA. The firm manages approximately $82 million in regulatory assets. It has 3 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Principals

John Longenecker

Principal

Sector focus

Real EstatePrivate CreditInsurance

Frequently asked questions

How is Longenecker Financial Services related to Longenecker & Associates?

Longenecker Financial Services serves as the family office for the principals of Longenecker & Associates, a longstanding insurance and financial-services agency. The investment office operates adjacent to the operating business, managing capital generated from decades of insurance brokerage and advisory work. The two entities share family leadership but maintain distinct operational purposes — one client-facing, one portfolio-facing.

What does Longenecker Financial Services invest in?

The office concentrates on income-producing real estate and private credit. The portfolio likely includes direct multifamily and commercial property investments, alongside allocations to private debt instruments. This asset mix reflects a preference for yield and principal preservation over high-growth venture exposure — consistent with the insurance underwriting culture from which the wealth originated.

Does the firm participate in fund commitments or only direct deals?

While the office has never publicly detailed its investment structure, the family's profile suggests a preference for direct investments, particularly in real assets where operational expertise from the insurance business can inform underwriting decisions. Any fund commitments would likely be in private credit vehicles rather than venture capital.

Where does the underlying wealth come from?

The Longenecker family fortune originates from Longenecker & Associates, an insurance and financial-services agency. The business has operated for multiple decades, serving clients across the Midwest, and the family office was established to steward and deploy the accumulated capital.

Is Longenecker Financial Services open to external co-investors?

There is no public record of the office syndicating deals to external partners or operating as a multi-family office. The structure appears to be a traditional single-family office, managing capital exclusively for family members. The office has not announced plans to open its platform to outside capital.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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