Brian Heying, financial advisor Ankeny IA

Brian Heying

CRD Number: 3077855
Current Firm: Lsb Wealth Management

Brian Heying (CRD# 3077855) is an Investment Advisor Representative working at Lsb Wealth Management in Ankeny, IA and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lsb Capital Management, Inc. Des Moines, IA Dec 2021 - Current 2
Lincoln Savings Bank Des Moines, IA Dec 2014 - Current 9
Lpl Financial, LLC Des Moines, IA Dec 2014 - Current 9
Guardian Life Ins Co Clive, IA Apr 2005 - Dec 2014 9
Park Ave Securities LLC Clive, IA Apr 2005 - Dec 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Nov 2004
Contact Info for Brian E. Heying
Phone Number: 515-327-9922
Firm Website: https://mylsbcapital.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    232
    MILLIONS
  • Total Number of Accounts
    1,435
    ACCOUNTS
  • Average Account Value
    $161,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, IA, IL, MN, TX

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