LSB CAPITAL MANAGEMENT, INC.

LSB WEALTH MANAGEMENT
ANKENY, Iowa·4 registered advisors·CRD# 310466
SEC# 801-1247255515-327-9922
01

Firm Overview

AUM
$232M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUB-ADVISER RELATIONSHIPS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LSB CAPITAL MANAGEMENT, INC.

4 registered advisors
Annette Jeanblanc Utterback
ANKENY, Iowa
Benjamin Charles Steele
CLIVE, Iowa
Katelyn Dare Harder
ANKENY, Iowa
Mark Donald Mccombs
ANKENY, Iowa
05

Office Locations

ANKENY, Iowa
3 advisors
CLIVE, Iowa
1 advisor

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Data sourced from SEC Form ADV filings. LSB CAPITAL MANAGEMENT, INC. (CRD# 310466) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.