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Benjamin Charles Steele

LSB CAPITAL MANAGEMENT, INC.·CLIVE, Iowa
Clean recordLSB CAPITAL MANAGEMENT, INC.
13523 UNIVERSITY AVE, CLIVE, IA 50325CRD# 4766519Firm CRD# 310466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Charles Steele · CLIVE, IA
Registration
CRD #4766519 · LSB CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Benjamin Charles Steele is a registered financial advisor based in CLIVE, Iowa, affiliated with LSB CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LSB CAPITAL MANAGEMENT, INC.
LSB WEALTH MANAGEMENT
AUM
$232M
Regulatory assets under management
Employees
12
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUB-ADVISER RELATIONSHIPS
Regulatory
SEC/IARD CRD# 4766519
Firm CRD# 310466
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Charles Steele offer?
Benjamin Charles Steele specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLIVE, Iowa for a consultation.
What are Benjamin Charles Steele's credentials?
Benjamin Charles Steele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Charles Steele located?
Benjamin Charles Steele is based in CLIVE, Iowa, working with LSB CAPITAL MANAGEMENT, INC.. Their office serves clients in the CLIVE metropolitan area and surrounding communities.
How does Benjamin Charles Steele charge for services?
Benjamin Charles Steele'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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