Tiffany Coffin (CRD# 6309666) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 7 years of experience in the finance industry. Tiffany Coffin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farmers State Bank | Waterloo, IA | Jun 2019 - Current | 4 |
| Fsb Premier Wealth Management, Inc. | Waterloo, IA | Jan 2016 - Current | 8 |
| Princor Financial Services Corporation | Cedar Falls, IA | Mar 2014 - Dec 2015 | 1 |
| Principal Life Insurance Company | Cedar Falls, IA | Feb 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- IL
- IA
- LA
- MN
-
Total Assets Under Management294MILLIONS
-
Total Number of Accounts1,564ACCOUNTS
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Average Account Value$187,809
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, FL, IA, ID, IL, LA, MN, NE, SD, TX, WI
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