Fsb Premier Wealth Management, Inc.

Fsb Premier Wealth Management, Inc. (CRD# 15898) is a financial advisory firm headquartered in Waterloo, IA. They manage $17,321,514 in 70 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $247,450
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, NE, SD

Financial Advisors at Fsb Premier Wealth Management, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Jordan D. Alborn
CRD#: 5622169
131 Tower Park Drive Suite 115, Waterloo, IA 50701
96
Wealthminder
score

Jordan Alborn (CRD# 5622169) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 8 years of experience in the finance industry. Jordan Alborn 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.

2
James L. Brandau
CRD#: 1334596
2101 4th Street Sw, Waverly, IA 50677
93
Wealthminder
score

James Brandau (CRD# 1334596) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waverly, IA and has over 32 years of experience in the finance industry.

3
Rodney L. Duroe
CRD#: 5622217
131 Tower Park Drive Suite 115, Waterloo, IA 50701
93
Wealthminder
score

Rodney Duroe (CRD# 5622217) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 8 years of experience in the finance industry.

4
John V. Vaughan
CRD#: 1055089
131 Tower Park Drive Suite 115, Waterloo, IA 50701
93
Wealthminder
score

John Vaughan (CRD# 1055089) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 35 years of experience in the finance industry.

5
Mark F. Vaughan
CRD#: 714376
131 Tower Park Drive Suite 115, Waterloo, IA 50701
93
Wealthminder
score

Mark Vaughan (CRD# 714376) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 37 years of experience in the finance industry.

6
Tiffany J. Coffin
CRD#: 6309666
131 Tower Park Drive Suite 115, Waterloo, IA 50701
90
Wealthminder
score

Tiffany Coffin (CRD# 6309666) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has 1 year of experience in the finance industry.

7
Corey R. Lorenzen
CRD#: 6632694
131 Tower Park Drive Suite 115, Waterloo, IA 50701
90
Wealthminder
score

Corey Lorenzen (CRD# 6632694) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has 1 year of experience in the finance industry.

8
Scott M. Mueller
CRD#: 6199485
131 Tower Park Drive Suite 115, Waterloo, IA 50701
89
Wealthminder
score

Scott Mueller (CRD# 6199485) 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.

9
Ryan J. Risetter
CRD#: 6205053
131 Tower Park Drive Suite 115, Waterloo, IA 50701
89
Wealthminder
score

Ryan Risetter (CRD# 6205053) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 3 years of experience in the finance industry.

10
Crystal K. Weber
CRD#: 6550461
131 Tower Park Drive Suite 115, Waterloo, IA 50701
87
Wealthminder
score

Crystal Weber (CRD# 6550461) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.