Amy Wright (CRD# 6389526) is an Investment Advisor Representative working at Lsb Wealth Management in Ankeny, IA and has over 9 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lsb Capital Management, Inc. | Ankeny, IA | Dec 2021 - Current | 2 |
| Lpl Financial LLC | Ankeny, IA | Sep 2019 - Current | 4 |
| Lincoln Savings Bank | Ankeny, IA | Sep 2019 - Current | 4 |
| Hd Vest Insurance Agency, LLC | Irving, TX | Jun 2018 - Sep 2019 | 1 |
| Hd Vest Advisory Services | Irving, TX | Jan 2017 - Sep 2019 | 2 |
| Hd Investment Services | Irving, TX | Aug 2014 - Sep 2019 | 5 |
| Tunink Murray Financial Group | West Des Moines, IA | Nov 2010 - Sep 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2014 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- IA
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts1,435ACCOUNTS
-
Average Account Value$161,510
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, IA, IL, MN, TX
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