AdvisorOS Directory
Claim Profile
Unclaimed Profile
KH

Katelyn Dare Harder

LSB CAPITAL MANAGEMENT, INC.·ANKENY, Iowa
SIE, Series 6, Series 7TO, Series 63, Series 65Clean record6 years registeredLSB CAPITAL MANAGEMENT, INC.
1375 SW STATE STREET, ANKENY, IA 50023CRD# 6539912Firm CRD# 310466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katelyn Dare Harder · ANKENY, IA
Registration
CRD #6539912 · LSB CAPITAL MANAGEMENT, INC. · 6 years registered
Brand Profile
Not yet started
01

Career History

PRINCIPAL SECURITIES, INC.
Jul 2025 – present
LSB WEALTH MANAGEMENT
Jan 2022 – Jul 2025
Des Moines, IA
LPL FINANCIAL LLC
Jul 2021 – Dec 2022
DES MOINES, IA
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Nov 2019 – Jul 2021
CLIVE, IA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 63
Series 65
Registration record
First registered · November 11, 2019
Years registered · 6
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

Speak with Katelyn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Katelyn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ANKENY?

Browse all registered financial advisors in ANKENY, Iowa or claim this profile if it's yours.

Browse ANKENY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Katelyn Dare Harder offer?
Katelyn Dare Harder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANKENY, Iowa for a consultation.
What are Katelyn Dare Harder's credentials?
Katelyn Dare Harder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katelyn Dare Harder located?
Katelyn Dare Harder 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 Katelyn Dare Harder charge for services?
Katelyn Dare Harder'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LSB CAPITAL MANAGEMENT, INC.

Annette Jeanblanc Utterback
ANKENY, IA
Benjamin Charles Steele
CLIVE, IA
CFP
Mark Donald Mccombs
ANKENY, IA
CFP

More Advisors in ANKENY, Iowa

Linda Ann Johnson-Lundquist
IEA WEALTH MANAGEMENT LLC·ANKENY, IA
Benjamin Allen Heckart
IEA WEALTH MANAGEMENT LLC·ANKENY, IA
Kevin Todd Prink
IEA WEALTH MANAGEMENT LLC·ANKENY, IA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Iowa
WEST DES MOINES (96)DES MOINES (87)CEDAR RAPIDS (60)DUBUQUE (46)FAIRFIELD (27)DAVENPORT (26)URBANDALE (12)WATERLOO (10)WAVERLY (9)CLIVE (9)
City Guides
WEST DES MOINES GuideDES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Request removal of this profile