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1375 Sw State Street, Ankeny, IA 50023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sammons Financial Group | West Des Moines | IA | 08/2023 | 07/2026 |
| Enterprise Holdings | Urbandale | IA | 03/2018 | 08/2023 |
| Fastenal | Des Moines | IA | 08/2017 | 12/2017 |
| Buena Vista University | Storm Lake | IA | 08/2015 | 05/2017 |
| Lpl Financial Llc | Ankeny | IA | 08/2026 | Present |
| Lincoln Savings Bank | Ankeny | IA | 07/2026 | Present |
| Lsb Capital Management, Inc. | Ankeny | IA | 07/2026 | Present |
1.08/03/2026; Lincoln Savings Bank; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 160hrs/mth; 130hrs during trading 2.08/03/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name LSB Wealth Management; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 160hrs/mth; 130hrs during trading 3.08/17/2026; LSB Financial Services; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/11/2026; 30hrs/mth; 25hrs during trading 4.08/18/2026; (HYBRID) LSB Capital Management, Inc; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/11/2026; 80hrs/mth; 65hrs during trading; I provide administrative support to LSB Capital Management, Inc., an independent investment advisor firm. I started this business activity in 8/2026. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-23 |
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