Zachary Patrick Morrissey

Employer firm

Lsb Wealth Management CRD 310466

$229M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• SUB-ADVISER SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → 01/2018
  United States Postal Service
  Des Moines, IA
• 06/2015 → 01/2018
  Game Ready
  Ankeny, IA
• 05/2016 → 11/2018
  Ankeny Golf & Country Club
  Ankeny, IA
• 06/2018 → 11/2018
  Axa Advisors, Llc
  New York, NY
• 11/2018 → 01/2025
  Sammons Retirement Solutions
  West Des Moines, IA
• 02/2025 → Present
  Lincoln Savings Bank
  Ankeny, IA
• 02/2025 → Present
  Lpl Financial Llc
  Ankeny, IA

Previous Registrations

• 2018-07-25 → 2018-10-25
  Equitable Advisors, Llc
  West Des Moines, IA
  Ankeny, IA
  Omaha, NE

Other Businesses

1) 2025-02-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - LSB Wealth Management - Registered Investment Advisor DBA - Y - at reported business location(s) - 2025-01-27 - 160hrs/mth - 8hrs/mth during trading - 2) 2025-02-12 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - LSB Capital Management, Inc - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2025-01-27 - 160hrs/mth - 8hrs/mth during trading 3) 2026-05-07 - LSB Financial Services - Non-Variable Insurance - N - at reported business location(s) - 2026-04-30 - 20hrs/mth - 20hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-10
• S66 Uniform Combined State Law Examination
  2018-07-16

Other Names

• Zach Morrissey