FSB PREMIER WEALTH MANAGEMENT, INC.

131 Tower Park Drive Suite 115
Waterloo, Iowa 50701
Tel: 319-235-6561

About FSB PREMIER WEALTH MANAGEMENT, INC.

FSB PREMIER WEALTH MANAGEMENT, INC, formally registered with the SEC as FSB PREMIER WEALTH MANAGEMENT, INC. The firm was established in 09/01/2017. They have over 7 offices throughout the country.

FSB PREMIER WEALTH MANAGEMENT, INC. is a Waterloo, Iowa based Financial Planning firm with nearly $293,732,584 assets under management, offering retirement planning & investment advisory services to 1564 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	15898
SEC#	801-111084
Assets Managed by Firm	$293,732,584
No. of Clients	1564
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1564	$293,732,584
Individuals (other than high net worth individuals)	669	$128,060,482
High net worth individuals	80	$148,552,853
Charitable organizations	5	$633,271
Corporations or other businesses	28	$16,485,978

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