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FSB Premier Wealth Management, Inc.

Updated today

Client assets under management

$416,013,715

Clients

894

13% high-net worth

Advisors

10

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

89

High

Average account size

$465,340

About

FSB Premier Wealth Management, Inc. provides advisory services to individuals, high-net-worth clients, small businesses, trusts, estates, qualified retirement plans, and charitable organizations; according to its brochure the firm managed approximately $431.7 million on a discretionary basis as of 12/31/2025. Services described include discretionary portfolio management, financial planning, consulting, and an ERISA fee-based plan sponsor program.

Portfolios are tailored through advisor-led planning, a risk-tolerance questionnaire, and ongoing reviews, and are implemented across stocks, bonds, mutual funds, ETFs, unit investment trusts, REITs and cash; the firm may also recommend independent managers for certain objectives. Accounts are held at independent third‑party custodians (the brochure notes use of TD Ameritrade) and the firm typically charges asset-based advisory fees for portfolio management while offering hourly or flat fees for planning and consulting.

The firm is affiliated with a financial services holding company that also owns Farmers State Bank and operates as a FINRA-member broker‑dealer and an insurance agency, so its advisors are registered to provide commissionable brokerage and insurance products in addition to fee-based advisory services. FSB Premier discloses these relationships and describes procedures to monitor potential conflicts, and it also offers ERISA 3(21) fiduciary consulting to retirement plans and bank-employee referral arrangements.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Wealth management Concentrated stock management

Fee options

Fixed

Flat fees for financial planning and consulting services, negotiated individually

Percentage

Less than $100,000 - $100,000: 2.00% $100,000 - $500,000: 1.50% $500,000+: 1.25%

Project-based

$250 to $300 per hour, negotiable

Other

Minimum fee: Minimum AUM advisory fee of $500 per year, negotiable

Main office location

FSB Premier Wealth Management, Inc.

131 Tower Park Drive Suite 115

Waterloo IA 50701, United States

Number of offices

4

Most active in

Arizona · California · Colorado · Florida · Illinois · Iowa · Louisiana · Minnesota · Missouri · Nebraska · South Dakota · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert H

Series 63, Series 66

Waterloo, IA

FSB Premier Wealth Management, Inc.

Robert Hansen is a financial advisor with FSB Premier Wealth Management, Inc. in Waverly, Iowa, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Bankers Life, ProEquities Inc, and Bankers Life Securities, Inc. He also serves as a private banker at Farmers State Bank. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, trusts, estates, qualified plans, and other institutions. The firm employs a range of strategies tailored to client objectives and risk tolerance and manages approximately $346.7 million in discretionary assets through a team of 11 advisors.

General retirement planning Wealth management Concentrated stock management
user avatar

Alexander V

CFP®, Series 66

Waterloo, IA

FSB Premier Wealth Management, Inc.

Alexander Vlach is a financial advisor at FSB Premier Wealth Management, Inc. in Waterloo, IA, holding the CFP® designation and Series 66 license with nine years of industry experience. He has worked at FSB Premier Wealth Management since 2015 and serves as a Private Banker at Farmers State Bank, working with private banking clients. FSB Premier Wealth Management offers portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, trusts, estates, qualified plans, and other institutions. The firm employs a team-based approach using tailored asset allocation strategies and manages approximately $346.7 million in discretionary assets.

General retirement planning Wealth management Concentrated stock management
user avatar

Rodney D

Series 66

Waterloo, IA

FSB Premier Wealth Management, Inc.

Rodney Duroe is a financial advisor at FSB Premier Wealth Management, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been employed at Farmers State Bank since 1993. Outside of his advisory role, he serves as director, CEO, and cashier of Farmers State Bank, president of Cedar Valley Venture Fund, and vice president and director of the Duroe Family Foundation. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, trusts, estates, qualified plans, and other institutions. The firm manages approximately $346.7 million on a discretionary basis and employs a team of 11 advisors, using tailored portfolios that incorporate asset allocation, fundamental and technical analysis, and alternative strategies.

General retirement planning Wealth management Concentrated stock management
user avatar

Benjamin S

Series 66

Waterloo, IA

FSB Premier Wealth Management, Inc.

Benjamin Saak is a financial advisor at FSB Premier Wealth Management, Inc. in Waterloo, IA, holding a Series 66 designation with one year of industry experience. Prior to joining FSB Premier Wealth Management, he worked at Farmers State Bank and has experience in various roles including private banking. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, and institutions. The firm employs a tailored investment approach using asset allocation, fundamental and technical analysis, and alternative strategies, managing approximately $346.7 million through a team of 11 advisors.

General retirement planning Wealth management Concentrated stock management
user avatar

Jacob M

Series 66

Waterloo, IA

FSB Premier Wealth Management, Inc.

Jacob Myrvik is a financial advisor with FSB Premier Wealth Management, Inc. in Waterloo, IA, holding a Series 66 designation and eight years of industry experience. He has worked at Farmers State Bank since 2017 and serves as a private banker there. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, trusts, estates, qualified plans, and institutions. The firm manages approximately $346.7 million on a discretionary basis and employs a team of about 11 advisors.

General retirement planning Wealth management Concentrated stock management
user avatar

Nolan T

Series 66

Waterloo, IA

FSB Premier Wealth Management, Inc.

Nolan Tomlinson is a financial advisor at FSB Premier Wealth Management, Inc. in Waterloo, IA, holding a Series 66 designation with three years of industry experience. He has worked at Farmers State Bank since 2021, where he serves as a private banker alongside his advisory role. Prior to that, Nolan held positions in construction and distribution, as well as at the University of Northern Iowa. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, trusts, estates, qualified plans, and other institutions. The firm manages approximately $346.7 million on a discretionary basis and employs a range of investment strategies tailored to client objectives and risk tolerance.

General retirement planning Wealth management Concentrated stock management
user avatar

Tiffany C

CFP®, Series 66

Waterloo, IA

FSB Premier Wealth Management, Inc.

Tiffany Coffin is a CFP® and Series 66-registered advisor with FSB Premier Wealth Management, Inc. in Waterloo, IA, bringing 11 years of industry experience. She has worked at FSB Premier Wealth Management since 2016 and also serves as a private banker at Farmers State Bank. Outside of her advisory role, she is a co-owner of a property management business. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, trusts, estates, qualified plans, and institutions. The firm manages approximately $346.7 million on a discretionary basis and uses a combination of asset allocation, fundamental and technical analysis, and alternative strategies tailored to client objectives and risk tolerance.

General retirement planning Wealth management Concentrated stock management
user avatar

Abigail S

Series 63, Series 66

Waterloo, IA

FSB Premier Wealth Management, Inc.

Abigail Sears is a financial advisor at FSB Premier Wealth Management, Inc. in Waterloo, IA, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Farmers State Bank since 2014, where she serves as a Treasury Management Officer assisting businesses with treasury services. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, trusts, estates, qualified plans, and other institutions. The firm manages approximately $346.7 million on a discretionary basis and offers tailored investment strategies through a team of 11 advisors.

General retirement planning Wealth management Concentrated stock management
user avatar

Stephanie H

Series 66

Waterloo, IA

FSB Premier Wealth Management, Inc.

Stephanie Holding is a financial advisor with FSB Premier Wealth Management, Inc. in Waterloo, IA, holding a Series 66 designation and nine years of industry experience. Her prior experience includes seven years at Ameriprise Financial Services, Inc. and she currently serves as a private banker at Farmers State Bank. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, trusts, estates, qualified plans, and other institutions. The firm employs a team-based approach to tailor portfolios using asset allocation, fundamental and technical analysis, and alternative strategies, managing approximately $346.7 million on a discretionary basis.

General retirement planning Wealth management Concentrated stock management
user avatar

Ryan R

Series 66

Waterloo, IA

FSB Premier Wealth Management, Inc.

Ryan Risetter is a financial advisor with FSB Premier Wealth Management, Inc. in Waterloo, Iowa, holding a Series 66 designation and with 12 years of industry experience. He has worked at FSB Premier since 2013 and concurrently serves as an Executive Vice President, Business Development Officer, and Private Banker at Farmers State Bank since 2004. Risetter is a member of an investment club where he leads monthly meetings and executes trades, and he serves on the board of the Hawkeye Community College Foundation. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, trusts, estates, qualified plans, and institutions. The firm manages approximately $346.7 million on a discretionary basis through a team of about 11 advisors and employs a tailored investment approach that includes asset allocation, fundamental and technical analysis, and independent manager recommendations.

General retirement planning Wealth management Concentrated stock management
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