LSB WEALTH MANAGEMENT

1375 Sw State Street
Ankeny, Iowa 50023
Tel: 515-327-9922

About LSB WEALTH MANAGEMENT

LSB WEALTH MANAGEMENT, formally registered with the SEC as LSB WEALTH MANAGEMENT. The firm was established in 04/25/2022. They have over 6 offices throughout the country.

LSB WEALTH MANAGEMENT is a Ankeny, Iowa based Financial Planning firm with nearly $231,767,237 assets under management, offering retirement planning & investment advisory services to 1435 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310466
SEC#	801-124725
Assets Managed by Firm	$231,767,237
No. of Clients	1435
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SUB-ADVISER RELATIONSHIPS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (SUB-ADVISER SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1435	$231,767,237
Individuals (other than high net worth individuals)	460	$82,752,528
High net worth individuals	217	$87,087,221
Charitable organizations	Fewer than 5 clients	$115,776

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