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Current Employers
Fsb Premier Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2009-02-17
  • IA RA
    APPROVED
    Since 2009-02-17

Branch Locations

131 Tower Park Drive Suite 115, Waterloo, IA 50701 • 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
OrganizationCityStateFromTo
Farmers State Bank Waterloo IA 12/1993 Present
  • 12/1993 → Present
    Farmers State Bank
    Waterloo, IA
Other Businesses

DIRECTOR OF FSB FINANCIAL SERVICES, HOLDING COMPANY, SINCE 2000. DEVOTES APPROXIMATELY 2 HOURS PER MONTH. MAIN DUTY IS GENERAL OVERSIGHT. DIRECTOR, CEO, AND CASHIER OF FARMERS STATE BANK, SINCE 2010. DEVOTES APPROXIMATELY 150 HOURS PER MONTH. PRESIDENT OF CEDAR VALLEY VENTURE FUND. DEVOTES APPROXIMATELY 4 HOURS PER MONTH. VP & DIRECTOR OF DUROE FAMILY FOUNDATION. DEVOTES APPROXIMATELY 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS. DUSTY RHODES, LLC; TITLE: CO-OWNER (50%) NON-INVESTMENT RELATED; ADDRESS: 1534 OLYMPIC DR., WATERLOO, IOWA 50701 RENTAL REAL ESTATE HOLDING COMPANY; START DATE: 2/25/2021; # OF HOURS DEVOTED PER MONTH: 12, 5 HOURS DURING TRADING HOURS. DUTIES: MANAGE ALL PROPERTIES, INCLUDING PROPERTY SHOWINGS, TENANT SCREENING, LEASING PROCESS, MOVE IN - MOVE OUT PROCESS, TAKE ALL MAINTENANCE CALLS, LINE UP CONTRACTORS FOR WORK PERFORMED, HANDLE THE BANKING TRANSACTIONS AND THE ACCOUNTING FOR THE CO AND SEEK OUT INVESTMENT OPTIONS. Boca Norte, LLC; Title: Co-Owner (50%) Non-investment related; Address: 131 Tower Park Drive, Ste 100, Waterloo, IA 50701; Real Estate holding Company; Start 7/16/2019; # of hours per month: 1, 0 hours during trading hours; Duties: Managing Member

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-16
  • S66 Uniform Combined State Law Examination
    2009-02-16

View on SEC IAPD

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