Jacob Myrvik, financial advisor Waterloo IA

Jacob Myrvik

CRD Number: 6833847
Current Firm: Fsb Premier Wealth Management, Inc.

Jacob Myrvik (CRD# 6833847) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Farmers State Bank Waterloo, IA Jun 2019 - Current 4
Fsb Premier Wealth Management, Inc. Waterloo, IA Jul 2017 - Current 6
Farmers State Bank Waterloo, IA Jan 2017 - Jul 2017 < 1
Next Generation Wireless Waterloo, IA May 2015 - Jan 2017 1
Uni Mauker Union Cedar Falls, IA May 2013 - May 2015 2
University Of Northern Iowa Cedar Falls, IA Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Jacob K. Myrvik
Phone Number: 319-235-6561
Firm Website: http://www.fsbfs.com
Registered State(s):
  • IA
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    294
    MILLIONS
  • Total Number of Accounts
    1,564
    ACCOUNTS
  • Average Account Value
    $187,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, FL, IA, ID, IL, LA, MN, NE, SD, TX, WI

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