LSB Wealth Management
Firm details
- Headquarters
- Ankeny, Iowa
- CRD number
- 310466
- Registered since
- April 25, 2022
- Custodians
- LPL FINANCIAL LLC, FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Banking / Thrift Institutions49.11%
- HNWI34.39%
- Individuals16.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
LSB Wealth Management is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm is registered with the SEC (registered in 2022) and operates as a corporation with domestic and individual ownership. Its service mix includes fee-based asset management plus project and hourly work, and it engages in portfolio management for both individuals/small businesses and for business or institutional clients. LSB does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities23%
- Other9%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Annette Utterback
Chief Compliance OfficerCRD 2136808
Contacts
3 of 6
Ramon Reyes
Financial AdvisorCRD 4973794
Brian Heying
Financial Services ManagerCRD 3077855
Hailey Broten
Financial AdvisorCRD 6108351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ankeny, IA
Polk
Location
Ankeny, IA
Headquartered in Ankeny, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 1375 Sw State St
- Time zone
- CT (UTC-6)
- Office locations
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