Annette Jeanblanc Utterback
Investment adviser representative at Lsb Wealth Management
12 yearsExperience
1 stateRegistered in
$228.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Lsb Wealth ManagementDec 2021 to now
- Lsb Capital Management, Inc.Dec 2021 to now
- LPL Financial, LLCNov 2018 to now
- Lincoln Savings BankOct 2018 to now
- Ankeny Community School DistrictSep 2018 to Oct 2018
- UnemployedJan 2018 to Aug 2018
- Broker Dealer Financial Services CorpMar 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (IA).
Lsb Wealth Management
Legal name: Lsb Capital Management, Inc.
$228.8MAssets managed
383Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2136808
- Firm CRD
- 310466