FSB Premier Wealth Management, Inc.
Firm details
- Headquarters
- Waterloo, Iowa
- CRD number
- 15898
- Registered since
- September 1, 2017
- Website
- fsbfs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.52%
- Individuals37.83%
- Corporations / Businesses1.83%
- Charitable Organizations1.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
FSB Premier Wealth Management, Inc. is a corporation operating as a bank-affiliated broker-dealer that provides both brokerage and insurance distribution alongside advisory services. The firm is SEC-registered (since 2017) and serves individual and family clients as well as institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged via asset-based percentages as well as hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities28%
- Derivatives4%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
2 of 2
Ryan Risetter
CEO and PresidentCRD 6205053
Rodney Duroe
CFOCRD 5622217
Contacts
3 of 10
Jeffrey Siders
Staff AccountantCRD 7694739
Abigail Sears
Private Banking ManagerCRD 5112238
Robert Hansen
Private BankerCRD 6322576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 216Active vs passive
$324M in ETFs
57%
$185M
31%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $17.7M | 25,787 | 5.47% |
Location
Waterloo, IA
Black Hawk
Location
Waterloo, IA
Headquartered in Waterloo, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- Black Hawk
- Address
- 131 Tower Park Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Weitzel Financial Services, Inc.
Broker-DealerDubuque, IA
Berthel Fisher & Company Financial Services, Inc.
Broker-DealerCedar Rapids, IA
Ausdal Financial Partners, Inc.
Broker-DealerDavenport, IA
Nations Financial Group, Inc.
Broker-DealerCedar Rapids, IA
Integrity Alliance, LLC
Broker-DealerUrbandale, IA
Principal Securities, Inc.
Broker-DealerDes Moines, IA