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Brian Edward Heying

Investment adviser representative at Lsb Wealth Management
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$228.8MFirm assets

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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.

  1. Lsb Wealth ManagementDec 2021 to now
  2. Lsb Capital Management, Inc.Dec 2021 to now
  3. Lincoln Savings BankDec 2014 to now
  4. LPL Financial, LLCDec 2014 to now

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 2 states (IA, TX).

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
3077855
Firm CRD
310466
Advisor's SEC record (opens in a new tab)
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