Best Investors
Account
Sign in
131 Tower Park Drive Suite 115, Waterloo, IA 50701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-26 |
| MN | RA | APPROVED | 2024-12-20 |
| NE | RA | APPROVED | 2020-12-03 |
| IA | RA | APPROVED | 2015-04-30 |
Branch Locations
131 Tower Park Drive Suite 115, Waterloo, IA 50701 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsb Premier Wealth Management, Inc.. | Waterloo | IA | 06/2013 | Present |
| Farmers State Bank | Waterloo | IA | 01/2004 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-20 |
Reach out to this advisor