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131 Tower Park Drive Suite 115, Waterloo, IA 50701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-26 |
| WI | RA | APPROVED | 2024-12-22 |
| IL | RA | APPROVED | 2020-12-09 |
| LA | RA | APPROVED | 2020-12-03 |
| MN | RA | APPROVED | 2020-12-03 |
| IA | RA | APPROVED | 2016-06-17 |
Branch Locations
131 Tower Park Drive Suite 115, Waterloo, IA 50701 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsb Premier Wealth Management, Inc. | Waterloo | IA | 01/2016 | Present |
| Farmers State Bank | Waterloo | IA | 06/2019 | Present |
Business name: Farmers State Bank Investment-related: No Address: 131 Tower Drive, Suite 100, Waterloo, IA 50701 Nature: Banking/Finance Position/title: Private Banker Start date: 06/2019 Approximate hours/month: 40 Hours during securities business: 40 Duties: private banking Business name: JIR Properties Investment-related: No Address: 206 N 5th Street, Fairbank, IA 50629 Nature: Property Management Position/title: Co-owner Start date: 04/2021 Approximate hours/month: 2 Hours during securities business: 0 Duties: co-ownership, manage and maintain the property, collect rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-17 |
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