Ramon Paul Reyes
Investment adviser representative at Lsb Wealth Management
37 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
37 years in the industry.
- Lsb Wealth ManagementDec 2024 to now
- Lincoln Savings BankDec 2024 to now
- LPL Financial LLCDec 2024 to now
- Lsb Capital Management, Inc.Dec 2024 to now
- U.S. Bancorp Investments, Inc.May 2022 to Dec 2024
- Raymond James Financial Services Advisors, Inc.Jun 2017 to May 2022
- Raymond James Financial Services, Inc.Jun 2017 to May 2022
- Great Western BankAug 2015 to May 2022
- Cetera Investment Services LLCAug 2015 to Jun 2017
- Unity Point HealthNov 1989 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
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
- 4973794
- Firm CRD
- 310466