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Zachary Patrick Morrissey

Lsb Wealth Management

Ankeny, IA

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Current Employers
Lsb Wealth Management

1375 Sw State Street, Ankeny, IA 50023 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-02-13
  • IA RA
    APPROVED
    Since 2025-02-13

Branch Locations

1375 Sw State Street, Ankeny, IA 50023 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United States Postal Service Des Moines IA 12/2016 01/2018
Game Ready Ankeny IA 06/2015 01/2018
Ankeny Golf & Country Club Ankeny IA 05/2016 11/2018
Axa Advisors, Llc New York NY 06/2018 11/2018
Sammons Retirement Solutions West Des Moines IA 11/2018 01/2025
Lincoln Savings Bank Ankeny IA 02/2025 Present
Lpl Financial Llc Ankeny IA 02/2025 Present
  • 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
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-10
S66 Uniform Combined State Law Examination 2018-07-16
  • S65 Uniform Investment Adviser Law Examination
    2025-02-10
  • S66 Uniform Combined State Law Examination
    2018-07-16
Other Names
  • Zach Morrissey

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