Stephanie M Holding

Current Employers

Fsb Premier Wealth Management, Inc.

131 Tower Park Drive Suite 115, Waterloo, IA 50701 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-08-13
MN	RA	APPROVED	2025-07-22
FL	RA	APPROVED	2023-10-09
AZ	RA	APPROVED	2023-10-04
IA	RA	APPROVED	2023-09-15

CO RA
APPROVED

Since 2025-08-13
MN RA
APPROVED

Since 2025-07-22
FL RA
APPROVED

Since 2023-10-09
AZ RA
APPROVED

Since 2023-10-04
IA RA
APPROVED

Since 2023-09-15

Branch Locations

131 Tower Park Drive Suite 115, Waterloo, IA 50701 • United States

131 Tower Park Drive Suite 115, Waterloo, IA 50701 • UNITED STATES

515 Main Street Suite A, Cedar Falls, IA 50613 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Cedar Falls	IA	03/2016	09/2023
Fsb Premier Wealth Management, Inc.	Waterloo	IA	09/2023	Present
Farmers State Bank	West Des Moines	IA	09/2023	Present

03/2016 → 09/2023

Ameriprise Financial Services, Inc.

Cedar Falls, IA
09/2023 → Present

Fsb Premier Wealth Management, Inc.

Waterloo, IA
09/2023 → Present

Farmers State Bank

West Des Moines, IA

Previous Registrations

2017-10-20 → 2023-10-14

Ameriprise Financial Services, Llc

Waterloo, IA

Hiawatha, IA

Cedar Falls, IA

Cedar Falls, IA

Other Businesses

Farmers State Bank - Non investment related - 9750 University Ave, West Des Moines, IA 50266 - Banking - Private Banker - 09/15/2023 - 5 hours - 5 hours - Utilize Famers State Bank's banking products.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-05

S66 Uniform Combined State Law Examination

2017-08-05

Other Names

Stephanie Daniels
Stephanie Marie Holding
Stephanie Marie Daniels
Stephanie M Daniels

View on SEC IAPD