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131 Tower Park Drive Suite 115, Waterloo, IA 50701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-06-23 |
Branch Locations
131 Tower Park Drive Suite 115, Waterloo, IA 50701 • UNITED STATES
131 Tower Park Drive Suite 115, Waterloo, IA 50701 • United States
2101 4Th Street Sw, Waverly, IA 50677 • 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 |
|---|---|---|---|---|
| Bankers Life | Waterloo | IA | 04/2008 | 09/2020 |
| Bankers Life Securities, Inc. | Waterloo | IA | 05/2016 | 09/2020 |
| Fsb Premier Wealth Management, Inc. | Waterloo | IA | 02/2021 | Present |
| Farmers State Bank | Waterloo | IA | 02/2021 | Present |
| Color Street | Cedar Falls | IA | 09/2020 | 07/2023 |
FARMERS STATE BANK; NON-INVESTMENT RELATED; 131 TOWER PARK DRIVE, STE. 110. WATERLOO, IA 50701; TITLE: PRIVATE BANKER; START DATE: 02/2021; NATURE OF BUSINESS: BANKING; HOURS PER MONTH: 5; HOURS DURING SECURITY BUSINESS: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-19 |
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