wiseradvisor

Lsb Wealth Management

Tel: 515-327-9908
13523 University Ave
Clive, Iowa  50325

About Lsb Wealth Management

Lsb Wealth Management is a Clive, Iowa based financial advisory firm with nearly $181,678,486 in assets under management and provides investment advisory services for 553 clients. There are currently 15 financial advisors at the firm.


General Information

Firm CRD#:   310466
SEC#:   801-124725
Assets under Management:   $181,678,486
No. of Clients:   553
No. of Advisors:   15
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses
Fee Structure:   A percentage of AUM, Hourly charges, Fixed fees, Other (SUB-ADVISER RELATIONSHIPS)

More Financial Advisor Firms in Clive, Iowa

Financial Advisory Firm Firm CRD# SEC# No. of Clients No. of Advisors AUM
Cuna Brokerage Services, Inc. 13941 801-60099 20233 716 $5,790,352,615
Avantax Planning Partners, Inc. 106237 801-50939 11624 125 $5,785,921,128
Nations Financial Group, Inc. 44181 801-57407 8473 81 $2,932,512,290
Berthel Fisher & Company Financial Services, Inc. 13609 801-62277 4139 100 $970,269,118
Rda Financial Network 147309 801-69651 3070 18 $492,884,436
Basepoint Wealth, Llc 289538 801-111782 2714 18 $518,012,125
Boyle Capital 132416 801-67954 1718 6 $238,694,156
Bradford Financial Center 110953 801-68117 1639 17 $207,565,911
Quad-Cities Investment Group, Llc 154113 801-71612 1231 10 $327,575,299
Nikulski Financial, Inc. 151569 801-109933 1150 7 $288,742,903
Wealthspan Partners, Llc 297712 801-113832 1055 3 $225,321,695
Wealth Advisors Of Iowa, Llc 115088 801-118210 850 11 $344,288,245
Dmkc Advisory Services, Llc 145112 801-68395 688 13 $540,134,397
Midwest Heritage Financial Advisors 306308 801-119038 454 3 $183,219,558
Paladin Wealth Partners 285303 801-112430 243 5 $207,125,822
Ballast Capital Advisors, Llc 282369 801-120829 139 5 $261,402,490
Explore More Financial Advisor Firms in Clive, Iowa >>