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Liesemeyer, Loren Ellis (Long Prairie)


Liesemeyer, Loren Ellis is a large advisory firm based in Long Prairie. It manages $45 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Minnesota.

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Liesemeyer, Loren Ellis provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Liesemeyer, Loren Ellis: assets under management

The assets under management (AUM) of Liesemeyer, Loren Ellis is $45 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Liesemeyer, Loren Ellis for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Long Prairie

The principal office where Liesemeyer, Loren Ellis performs its advisory services is located at 221 Central Avenue, Long Prairie, MN 56347, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 320-732-3575 or by fax 320-732-4075. The normal business hours are 8:30 a.m. to 4:30 p.m. (ct) on Monday - Friday. You can find more information about the New York firm at www.miller-green.com.


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