NH
NH

Nicholas Haselhuhn

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

1375 SW State Street, Ankeny, IA, 50023

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Nicholas sells non-variable insurance through LSB Insurance, dedicating minimal time to this activity. He also provides administrative support to LSB Capital Management, Inc., an independent investment advisor firm, and LSB Wealth Management, spending about half of his time on these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 2 mos
Lsb Wealth Management
October 2022 - Present · 3 yrs 4 mos
State Registrations2 states
IAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Nicholas Haselhuhn - Financial Advisor | TrueAdvisor