LSB Wealth Management

Annette Utterback is a financial advisor at LSB Wealth Management with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LSB Capital Management, Lincoln Savings Bank, and LPL Financial. Outside of her advisory role, she serves as Vice President of JRM Properties LLC. LSB Capital Management, Inc. is a registered investment adviser offering discretionary asset management, financial planning, and sub-advisory services to a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold investment approach and utilizes mutual funds, stocks, bonds, ETFs, and third-party managers to manage client portfolios.

Zachary Morrissey is a financial advisor at LSB Wealth Management with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Sammons Retirement Solutions, LPL Financial, and Lincoln Savings Bank. Morrissey has also held positions outside finance, including roles with the United States Postal Service and Ankeny Golf & Country Club. LSB Capital Management, Inc., a wholly owned subsidiary of Lincoln Savings Bank, provides discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach and uses a range of investment products and third-party managers to construct client portfolios.

Hailey Broten is a financial advisor at LSB Wealth Management with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Principal Life Insurance Company, Principal Securities Inc., Principal Funds Distributor, LPL Financial, and Lincoln Savings Bank. Outside of advising, she owns Broten Travel, a business unrelated to investments. LSB Capital Management, Inc., where she provides investment advisory services, is a registered investment adviser offering discretionary asset management, financial planning, and sub-advisory services to a diverse client base. The firm emphasizes personalized, long-term portfolio management using a variety of investment vehicles and operates as a wholly owned subsidiary of Lincoln Savings Bank with multiple offices.

Ramon Reyes is a financial advisor at LSB Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial Services and U.S. Bancorp Investments. Reyes is also a notary public. LSB Capital Management, Inc., where Reyes provides advisory services, manages discretionary asset management and financial planning for individuals, retirement plans, trusts, charities, and institutions. The firm emphasizes personalized, long-term portfolio management and utilizes various investment vehicles alongside third-party managers and model platforms.

Brian Heying is a financial advisor with LSB Wealth Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, having worked with LSB Capital Management, LPL Financial, and Lincoln Savings Bank. Outside of his advisory role, he serves as treasurer for a local recycling organization in Urbandale, IA. LSB Capital Management, Inc. is a registered investment adviser that provides discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a range of investment vehicles and third-party managers through multiple advisory platforms.

Nicholas Haselhuhn is a financial advisor with LSB Wealth Management, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with LPL Financial and Lincoln Savings Bank, and provides administrative support to LSB Capital Management, Inc. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm focuses on personalized, long-term portfolio management using a range of investment vehicles and third-party managers, and operates as a wholly owned subsidiary of Lincoln Savings Bank with a multi-office presence.