Nicholas Haselhuhn (CRD# 7632331) is an Investment Advisor Representative working at Lsb Wealth Management in Ankeny, IA and has 1 year 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 |
---|---|---|---|
Lpl Financial | Clive, IA | May 2023 - Current | 1 |
Lsb Capital Management, Inc. | Clive, IA | Sep 2022 - Current | 1 |
Lincoln Savings Bank | Clive, IA | May 2022 - Current | 2 |
Lincoln Savings Bank | Cedar Falls, IA | Jan 2022 - May 2022 | < 1 |
Lincoln Savings Bank | Cedar Falls, IA | Feb 2021 - Jan 2022 | < 1 |
Hillcrest Park Apartments | Cedar Falls, IA | Aug 2019 - Jan 2022 | 2 |
University Of Northern Iowa | Cedar Falls, IA | Aug 2018 - Dec 2021 | 3 |
Menards | Cedar Falls, IA | May 2020 - Feb 2021 | < 1 |
Clow Valve Co | Oskaloosa, IA | May 2019 - Aug 2019 | < 1 |
University Of Northern Iowa | Cedar Falls, IA | Sep 2018 - Apr 2019 | < 1 |
Twin Cedars Csd | Bussey, IA | Dec 2016 - Aug 2018 | 1 |
Twin Cedars Csd | Bussey, IA | Apr 2012 - May 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
S63 | Uniform Securities State Law Examination | Mar 2024 |
- 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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