TP
Taylor M. Pfannebecker
LSB WEALTH MANAGEMENT
ANKENY, IA 50023
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CRD#: 7795371
TP
Taylor Marie PfannebeckerLSB WEALTH MANAGEMENT
Professional summary
Taylor Marie Pfannebecker, who also goes by Taylor Marie Draisey, Taylor Pfannebecker, is a registered financial advisor currently at LSB WEALTH MANAGEMENT located in Ankeny, Iowa and LPL FINANCIAL LLC located in Ankeny, Iowa.
Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Taylor has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Aliases
Taylor Marie Draisey | Taylor Pfannebecker
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.08/03/2026; Lincoln Savings Bank; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 160hrs/mth; 130hrs during trading 2.08/03/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name LSB Wealth Management; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 160hrs/mth; 130hrs during trading 3.08/17/2026; LSB Financial Services; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/11/2026; 30hrs/mth; 25hrs during trading 4.08/18/2026; (HYBRID) LSB Capital Management, Inc; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/11/2026; 80hrs/mth; 65hrs during trading; I provide administrative support to LSB Capital Management, Inc., an independent investment advisor firm. I started this business activity in 8/2026. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Marie Pfannebecker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 12, 2026 - Present
LSB WEALTH MANAGEMENT
Office #1: 1375 Sw State Street, Ankeny, IA 50023RIA
CRD#: 310466
ANKENY, IA
Current
August 3, 2026 - Present
LPL FINANCIAL LLC
Office #1: 1375 Sw State St, Ankeny, IA 50023RIA
BD
CRD#: 6413
ANKENY, IA
Past
January 12, 2026 - July 24, 2026
SAMMONS FINANCIAL NETWORK, LLC
BD
CRD#: 158538
WEST DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LSB WEALTH MANAGEMENT
LSB CAPITAL MANAGEMENT | LSB WEALTH MANAGEMENT | LSB CAPITAL MANAGEMENT, INC.
CRD#: 310466 / SEC#: 801-124725
RIA
Registered Investment Advisory firm - (4/25/2022 Approved)Iowa
Registered Investment Advisory firm - (4/29/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Iowa(8/3/2026)
IAR
Iowa(8/12/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/12/2026
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LW
LSB WEALTH MANAGEMENT
LSB CAPITAL MANAGEMENT | LSB WEALTH MANAGEMENT | LSB CAPITAL MANAGEMENT, INC.
CRD#: 310466 / SEC#: 801-124725
RIA
Registered Investment Advisory firm - (4/25/2022 Approved)Iowa
Registered Investment Advisory firm - (4/29/2022 Terminated)Loading...
Contact information
Main Address
1375 Sw State Street, Ankeny, IA 50023
Mailing Address
Phone number
(515) 327-9922
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 567 |
| AUM (Assets Under Management) | $ 173,002,714 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2026 | ||
| 02/21/2025 | ||
| 08/25/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LSB WEALTH MANAGEMENT
CRD#: 310466Ankeny, IA 50023TRUST BUT VERIFY
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