Katelyn
Harder
Lsb Wealth Management
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About this Advisor
Katelyn Harder is a financial advisor based out of Des Moines, Iowa who has 1 year of relevant experience. Harder is an employee of Lsb Wealth Management. Their career trajectory has included roles at Horace Mann Insurace Company, Illinois State Bar Association, Lake Pointe Grill, Horace Mann Investors Inc, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company and Lpl Financial, LLC. Harder has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Iowa. Lsb Wealth Management is a financial advisory business operating out of Clive, IA. The firm has offices in five locations and a total of 15 advisors. It has $225 million in assets between its 1,157 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,157 client accounts, 33% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advisory services largely vary depending on which services the firm provides the client. Fee types charged by Lsb Wealth Management may include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lsb Wealth Management Brokerage Details
$225,366,588
15
1,157
$194,785
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Katelyn Harder Work History
Katelyn has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Lpl Financial, LLC
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Horace Mann Insurace Company
Horace Mann Insurace Company
Horace Mann Investors Inc
Horace Mann Insurace Company
Illinois State Bar Association
Lake Pointe Grill
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katelyn Harder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lsb Wealth Management
Waterloo, IA
Clive, IA
Reinbeck, IA
Des Moines, IA
Ankeny, IA
Waterloo, IA
Clive, IA
Cedar Falls, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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