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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
IL RA APPROVED 2024-12-26
MN RA APPROVED 2024-12-20
NE RA APPROVED 2020-12-03
IA RA APPROVED 2015-04-30
  • IL RA
    APPROVED
    Since 2024-12-26
  • MN RA
    APPROVED
    Since 2024-12-20
  • NE RA
    APPROVED
    Since 2020-12-03
  • IA RA
    APPROVED
    Since 2015-04-30

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsb Premier Wealth Management, Inc.. Waterloo IA 06/2013 Present
Farmers State Bank Waterloo IA 01/2004 Present
Other Businesses

FARMERS STATE BANK NON-INVESTMENT RELATED 131 TOWER PARK DRIVE SUITE 100, WATERLOO, IA 50701 BUSINESS BANKING EVP/BUSINESS DEVELOPMENT OFFICER/PRIVATE BANKER JANUARY 2004 200 HOURS PER MONTH/140 HOURS DURING SECURITIES TRADING HOURS WORK WITH BUSINESS OWNERS ON THEIR LENDING NEEDS MAKE MONEY HOLDINGS, LLC - MEMBER BUSINESS PURPOSE: YES - FOR PROFIT INVESTMENT CLUB. CO ADDRESS: 3151 BROCKWAY RD. WATERLOO, IOWA 50701 START DATE: 2/18/2008, # OF HOURS DEVOTED: 3, DURING TRADING HOURS 0.5 - LEAD THE MONTHLY MEETINGS, HANDLE THE BANKING TRANSACTIONS AND EXECUTE TRADES VIA SCHWAB.COM. 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: 2, 1 HOURS DURING TRADING HOURS. DUTIES: MANAGE ALL PROPERTIES, HANDLE THE BANKING TRANSACTIONS AND THE ACCOUNTING FOR THE CO AND SEEK OUT INVESTMENT OPTIONS. Hawkeye Community College Foundation Board - Non-Investment related - 1501 E Orange Road, Waterloo, IA 50701 - board member - start 2025 - 4 hours per month - 0 hours during securities hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-20
  • S66 Uniform Combined State Law Examination
    2014-02-20

View on SEC IAPD

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