Kyle
Rasmussen

Lsb Wealth Management

CRD#5824461
Investment Advisor
in Reinbeck, IA

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About this Advisor

Kyle Rasmussen is a certified financial planner who works in Reinbeck, Iowa, with a total of 2 years of relevant experience. Rasmussen is currently employed by Lsb Wealth Management. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Lincoln Savings Bank, Lpl Financial LLC and Lsb Capital Management, Inc. Rasmussen holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa. Lsb Wealth Management is a registered investment firm headquartered in Clive, IA. The firm has offices in five locations and a total of 15 advisors. It handles $225 million in assets under management among its 1,157 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,157 accounts, 33% belong to high-net-worth individuals who have at least $1 million in investable assets. Lsb Wealth Management provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees largely depend on which services the firm provides the client. However, fees charged by Lsb Wealth Management likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

508 Main Street
Reinbeck, IA 50669

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Lsb Wealth Management Brokerage Details

Total Assets Under Management

$225,366,588

IA Average: $9,259,360,772
Total Number of Employees

15

IA Average: 166
Total Number of Accounts

1,157

IA Average: 7,189
Average Account Size

$194,785

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Kyle Rasmussen Work History

Kyle has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lsb Capital Management, Inc

2019 - Present (5 years)

Lincoln Savings Bank

2019 - Present (5 years)

Lpl Financial LLC

2011 - 2019 (8 years)

Ameriprise Financial Services, Inc

*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 Kyle Rasmussen 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

Nicholas Blasberg
Waterloo, IA
Nicholas Haselhuhn
Clive, IA
Kyle Rasmussen
Reinbeck, IA
Katelyn Harder
Des Moines, IA
Amy Wright
Ankeny, IA
Benjamin Steele
Clive, IA
Hunter Bell
Waterloo, IA
Mark Mccombs
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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