Taylor Marie Pfannebecker
Investment adviser representative at Lsb Wealth Management
11 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
11 years in the industry.
- Lsb Wealth ManagementAug 2026 to now
- LPL Financial LLCAug 2026 to now
- Lincoln Savings BankJul 2026 to now
- Lsb Capital Management, Inc.Jul 2026 to now
- Sammons Financial GroupAug 2023 to Jul 2026
- Enterprise HoldingsMar 2018 to Aug 2023
- FastenalAug 2017 to Dec 2017
- Buena Vista UniversityAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
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
- 7795371
- Firm CRD
- 310466