Lsb Wealth Management

Lsb Wealth Management (CRD# 310466) is a financial advisory firm headquartered in Ankeny, IA. They manage $231,767,237 in 1,435 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1375 Sw State Street, Ankeny, IA 50023
https://mylsbcapital.com
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, IA, IL, MN, TX

Financial Advisors at Lsb Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Brian Heying, financial advisor Ankeny IA
Brian E. Heying
CRD#: 3077855
1375 Sw State Street, Ankeny, IA 50023

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.

2
Mark McCombs, financial advisor Cedar Falls IA
Mark D. McCombs
CRD#: 2777238
302 Main Street, Cedar Falls, IA 50613

Mark McCombs (CRD# 2777238) is an Investment Advisor Representative working at Lsb Wealth Management in Cedar Falls, IA and has over 27 years of experience in the finance industry.

3
Annette Utterback, financial advisor Ankeny IA
Annette J. Utterback
CRD#: 2136808
1375 State Street, Ankeny, IA 50023

Annette Utterback (CRD# 2136808) is an Investment Advisor Representative working at Lsb Wealth Management in Ankeny, IA and has over 33 years of experience in the finance industry.

4
Amy Wright, financial advisor Ankeny IA
Amy L. Wright
CRD#: 6389526
1375 Sw State St, Ankeny, IA 50023

Amy Wright (CRD# 6389526) is an Investment Advisor Representative working at Lsb Wealth Management in Ankeny, IA and has over 9 years of experience in the finance industry.

5
Katelyn Harder, financial advisor Des Moines IA
Katelyn D. Harder
CRD#: 6539912
1922 Ingersoll Ave, Des Moines, IA 50309

Katelyn Harder (CRD# 6539912) is an Investment Advisor Representative working at Lsb Wealth Management in Des Moines, IA and has over 6 years of experience in the finance industry.

6
Nicholas Haselhuhn, financial advisor Ankeny IA
Nicholas Haselhuhn
CRD#: 7632331
1375 Sw State Street, Ankeny, IA 50023

Nicholas Haselhuhn (CRD# 7632331) is an Investment Advisor Representative working at Lsb Wealth Management in Ankeny, IA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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