Hailey Jo Broten
Investment adviser representative at Lsb Wealth Management
14 yearsExperience
1 stateRegistered in
$228.8MFirm assets
4 yearsFirm in business
Are you Hailey Jo Broten? Claim your profile
Contact this firm
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
14 years in the industry.
- Lsb Wealth ManagementSep 2025 to now
- Lincoln Savings BankDec 2024 to now
- LPL FinancialDec 2024 to now
- Principal Funds DistributorJul 2021 to Dec 2024
- Principal Life Insurance CompanyAug 2012 to Jul 2021
- Principal Securities IncAug 2012 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2025
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
- 6108351
- Firm CRD
- 310466