Lsb Wealth Management

CRD 310466 · Ankeny, IA · $228.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 310466
SEC number: 801-124725
Firm type: RIA
Assets under management: $228.8M as of Apr 20, 2026
Website: mylsbcapital.com ↗
Phone: 515-327-9922
Address: 1375 Sw State Street, Ankeny, IA, 50023

Advisors at this firm

6 in our index · page 1 of 1

Hailey Jo BrotenCRD 6108351 · Cedar Falls, IA

IA RegisteredBroker
Brian Edward HeyingCRD 3077855 · Des Moines, IA

IA RegisteredBroker
Nicholas HaselhuhnCRD 7632331 · Clive, IA

IA RegisteredBroker
Zachary Patrick MorrisseyCRD 6911251 · Ankeny, IA

IA RegisteredBroker
Ramon Paul ReyesCRD 4973794 · Ankeny, IA

IA RegisteredBroker

Disclosure event(s) on record
Annette Jeanblanc UtterbackCRD 2136808 · Ankeny, IA

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 310466 ↗ FINRA BrokerCheck record for firm CRD 310466 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.