LSB Wealth Management

Zach Morrissey

Zach Morrissey
Financial Advisor
1375 SW State Street
Ankeny, Iowa 50023
Zach Morrissey

Education:

Zach earned his B.S. in Financial Services from Maryville University and later completed an M.S. in Business Analytics at Drake University.

Experience:

Zach brings seven years of experience in financial services.

Credentials:

  • Life insurance license
  • Series 7,63,65 Licences

Personal Life:

An Ankeny native, Zach is deeply connected to his community and passionate about helping others. A former college baseball player and avid sports fan, he enjoys staying active and cheering on Iowa State. He has also been involved in volunteering with Special Olympics Iowa, Meals from the Heartland, and youth baseball programs in Ankeny.

Get in touch!

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, NE, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WI, WY.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through LSB Capital Management, Inc., a registered investment advisor and separate entity from LPL Financial.  Lincoln Savings Bank is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the marketing name LSB Wealth Management, and may also be employees of Lincoln Saving Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL, or its affiliates, and advisory services offered through LSB Capital Management, Inc. are: 

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

 

 

LPL Financial Form CRS