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Fsb Premier Wealth Management, Inc.

● SEC registered since 2017CRD 15898SEC# 801-111084Waterloo, IA
Export (members)
Reg. AUM
$346.7M
Employees
14
Accounts
1,751
Location
Waterloo, IA

Fsb Premier Wealth Management, Inc. assets under management

Fsb Premier Wealth Management, Inc. operates as an SEC-registered investment adviser based in Waterloo, IA. The firm has been registered since 2017. It reports $346.7 million in regulatory assets under management and employs 14 people.
fsbpremier.comView on SEC.gov ↗

Fsb Premier Wealth Management, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Fsb Financial Services Inc ControlHolding Company, 100 % Owner Fsb Premier Wealth Management, IncOver 75%2009
Jacob Kanon Myrvik ControlCcoUnder 5%2022
Jason Thomas HoschOutside DirectorUnder 5%2021
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Frequently asked questions

How much does Fsb Premier Wealth Management, Inc. manage?

Fsb Premier Wealth Management, Inc. reports $346.7 million in regulatory assets under management on its Form ADV.

How many employees does Fsb Premier Wealth Management, Inc. have?

Fsb Premier Wealth Management, Inc. reports 14 employees.

Where is Fsb Premier Wealth Management, Inc. located?

Fsb Premier Wealth Management, Inc. is based in Waterloo, IA and has been SEC-registered since 2017.

Does Fsb Premier Wealth Management, Inc. disclose fund performance?

Fsb Premier Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address131 Tower Park Drive Suite 115, Waterloo, IA 50701
Phone319-235-6561
Fax319-291-8626
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$346.7M
Non-discretionary$0
Total (RAUM)$346.7M