Zachary Morrissey has been President of LSB Capital Management since April 2026, is a control person of the firm and directly owns under 5% of it. Zachary Morrissey holds a B.S. in Financial Services from Maryville University and an M.S. in Business Analytics from Drake University.
LSB Capital Management, Inc. is an Ankeny, IA firm with $229M under management, 383 clients and 11 advisers across 7 offices, as of its August 2026 filing.
Zach Morrissey is Financial Advisor of LSB Capital Management, based in Ankeny, Iowa. He brings seven years of experience in financial services.
Zachary Morrissey’s longest registration is the current one, 1 year at LSB Capital Management since 2025. Before joining LSB Capital Management in 2025, Zachary Morrissey was registered through LPL Financial LLC and Axa Advisors, LLC.
- LSB Wealth ManagementCurrent– present · 1 yearAnkeny, IA · Adviser representative · Firm CRD 310466
- LPL Financial LLC– · under a yearFort Mill, SC · Adviser representative · Firm CRD 6413
- Axa Advisors, LLC– · under a yearWest Des Moines, IA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Zachary Morrissey is registered as an investment adviser representative in Iowa, since February 2025.
- IowaSince 13 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 February 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 July 2018 |
| Series 7 | General Securities Representative Examination | 18 June 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary Patrick Morrissey
- CRD
- 6911251
- Firm
- LSB Capital Management · CRD 310466
- Role
- President
- Office
- 1375 SW STATE STREET, Ankeny, IA 50023
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mylsb.com
Where does Zachary Morrissey work?
Zachary Morrissey has been President of LSB Capital Management, Inc. since April 2026, and is a control person of the firm.
Is Zachary Morrissey a financial advisor?
Yes. Zachary Morrissey has a current investment-adviser registration in Iowa, through LSB Capital Management since February 2025.
How many years of experience does Zachary Morrissey have?
Zachary Morrissey has 8 years in the financial industry, since July 2018, across 3 adviser firms.
What exams has Zachary Morrissey passed?
Zachary Morrissey has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in June 2018. FINRA credited Zachary Morrissey with the SIE, which began in October 2018.
Where did Zachary Morrissey work before LSB Capital Management?
Before LSB Capital Management, Zachary Morrissey was registered through LPL Financial LLC, February 2025 to February 2025; Axa Advisors, LLC, July 2018 to October 2018.
Where is Zachary Morrissey based?
Zachary Morrissey’s registered office is in Ankeny, IA.
Is Zachary Morrissey registered with FINRA?
Yes. Zachary Morrissey has a current broker registration, under CRD 6911251.
Source: FINRA BrokerCheck
How can I verify Zachary Morrissey’s record?
Search CRD 6911251 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachary Morrissey’s full registration record.