Annette Utterback (CRD# 2136808) is an Investment Advisor Representative working at Lsb Wealth Management in Ankeny, IA and has over 33 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 | Mar 2023 - Current | 1 |
| Lsb Capital Management, Inc. | Ankeny, IA | Dec 2021 - Current | 2 |
| Lincoln Savings Bank | Ankeny, IA | Jun 2019 - Current | 4 |
| Lpl Financial, LLC | Ankeny, IA | Nov 2018 - Current | 5 |
| Lincoln Savings Bank | Ankeny, IA | Oct 2018 - Jun 2019 | < 1 |
| Ankeny Community School District | Ankeny, IA | Sep 2018 - Oct 2018 | < 1 |
| Unemployed | Ankeny, IA | Jan 2018 - Aug 2018 | < 1 |
| Broker Dealer Financial Services Corp | West Des Moines, IA | Mar 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- 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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