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Annette Jeanblanc Utterback

LSB CAPITAL MANAGEMENT, INC.·ANKENY, Iowa
SIE, Series 6, Series 7, Series 63, Series 65Clean record20 years registeredLSB CAPITAL MANAGEMENT, INC.
1375 SW STATE STREET, ANKENY, IA 50023CRD# 2136808Firm CRD# 310466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Annette Jeanblanc Utterback · ANKENY, IA
Registration
CRD #2136808 · LSB CAPITAL MANAGEMENT, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

LSB WEALTH MANAGEMENT
Dec 2021 – present
LPL FINANCIAL LLC
Nov 2018 – Sep 2022
CLIVE, IA
INVESTMENT ADVISORS CORP
Mar 2014 – Jan 2018
WEST DES MOINES, IA
U.S. BANCORP INVESTMENTS, INC.
Mar 2006 – Aug 2013
DES MOINES, IA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · March 31, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LSB CAPITAL MANAGEMENT, INC.
CRD 310466 · SEC 801-124725
AUM
$232M
Regulatory assets under management
Employees
12
1,435 client accounts
Services offered by LSB CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LSB CAPITAL MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Annette Jeanblanc Utterback offer?
Annette Jeanblanc Utterback specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANKENY, Iowa for a consultation.
What are Annette Jeanblanc Utterback's credentials?
Annette Jeanblanc Utterback is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Annette Jeanblanc Utterback located?
Annette Jeanblanc Utterback is based in ANKENY, Iowa, working with LSB CAPITAL MANAGEMENT, INC.. Their office serves clients in the ANKENY metropolitan area and surrounding communities.
How does Annette Jeanblanc Utterback charge for services?
Annette Jeanblanc Utterback's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-adviser relationships. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LSB CAPITAL MANAGEMENT, INC.?
LSB CAPITAL MANAGEMENT, INC. has approximately 12 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LSB CAPITAL MANAGEMENT, INC.

Benjamin Charles Steele
CLIVE, IA
CFP
Katelyn Dare Harder
ANKENY, IA
Mark Donald Mccombs
ANKENY, IA
CFP

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