Brian Heying
Brian Heying is a ChFC-designated registered investment advisor at Lsb Wealth Management, based in Des Moines, IA, with 28 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 383 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts over $10,000,000 are negotiable. Minimum annual account fee is $1,000.
Fee Estimator
Location
1922 Ingersoll Ave, Des Moines, IA, 50309
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is involved in several business activities, including LSB Wealth Management, LSB Financial, LSB Capital Management, and real estate rental. He also dedicates time to non-variable and fixed insurance sales, as well as serving as treasurer for a recycling company.
Employment History
Current Registrations
Lsb Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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