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FSB PREMIER WEALTH MANAGEMENT, INC.
CRD 15898 · SEC 801-111084
131 TOWER PARK DRIVE SUITE 115, WATERLOO, IA, 50701, United States
Phone
319-235-6561
Fax
319-291-8626
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$431.7M
Discretionary AUM
$431.7M
Team
12 total employees; 10 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 778 | $163.3M |
| High net worth individuals | 116 | $252.7M |
| Charitable organizations | 14 | $7.8M |
| Corporations/business entities | 26 | $7.9M |
States served
AZ, CA, CO, IL, IA, LA, MN, NE, WI, MO, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD