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 and insurance broker that registered with the SEC in 2017. Its advisory practice serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges fees via a mix of assets-under-management, hourly billing, and fixed-fee arrangements. The firm reports a domestic ownership structure and does not identify as an active ESG investor or a multi-state adviser. It is affiliated with a banking or thrift institution, reflecting its classification as a bank broker-dealer rather than an independent RIA capital allocator.
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 2RYAN RISETTER
CEO and FounderCRD 6205053
RODNEY DUROE
CFOCRD 5622217
Contacts
3 of 10Jeffrey 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 205Active vs passive
$280M in ETFs
56%
$158M
34%
$122M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $15.5M | 25,956 | 5.55% |
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
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