Jacob Stalder, financial advisor Waterloo IA

Jacob Stalder

CRD Number: 6401427
Current Firm: Fsb Premier Wealth Management, Inc.

Jacob Stalder (CRD# 6401427) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fsb Premier Wealth Management, Inc. Waterloo, IA Jan 2020 - Current 2
Farmers State Bank Waterloo, IA Jan 2020 - Current 2
Gilbert & Cook Inc. West Des Moines, IA Jul 2019 - Nov 2019 < 1
Cambridge Investment Research, Inc. Fairfield, IA Jan 2018 - Jun 2019 1
Cambridge Investment Research, Inc. Fairfield, IA May 2017 - Jun 2019 2
Cambridge Investment Research, Inc. Fairfield, IA Sep 2014 - Jun 2019 4
Iowa Wesleyan College Mount Pleasant, IA Jan 2012 - Aug 2014 2
Winfield Mt. Union Hs Winfield, IA May 2014 - Jul 2014 < 1
Iowa Wesleyan College Mount Pleasant, IA Feb 2013 - May 2014 1
Iowa Wesleyan College Mount Pleasant, IA Aug 2010 - May 2014 3
Insight Partnership Group Mount Pleasant, IA Apr 2013 - Sep 2013 < 1
Iowa Wesleyan College Mount Pleasant, IA Nov 2010 - May 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Jacob L. Stalder
Phone Number: 319-235-6561
Firm Website: http://www.fsbfs.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    245
    MILLIONS
  • Total Number of Accounts
    1,249
    ACCOUNTS
  • Average Account Value
    $195,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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