Nicholas Haselhuhn, financial advisor Ankeny IA

Nicholas Haselhuhn

CRD Number: 7632331
Current Firm: Lsb Wealth Management

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.

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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
Contact Info for Nicholas Haselhuhn
Phone Number: 515-327-9922
Firm Website: https://mylsbcapital.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    232
    MILLIONS
  • Total Number of Accounts
    1,435
    ACCOUNTS
  • Average Account Value
    $161,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, IA, IL, MN, TX

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