Best Investors Account Sign in
Current Employers
Fsb Premier Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-26
MN RA APPROVED 2024-12-20
NE RA APPROVED 2020-12-03
TX RA APPROVED_RES 2020-12-03
IA RA APPROVED 2018-04-13
  • FL RA
    APPROVED
    Since 2024-12-26
  • MN RA
    APPROVED
    Since 2024-12-20
  • NE RA
    APPROVED
    Since 2020-12-03
  • TX RA
    APPROVED_RES
    Since 2020-12-03
  • IA RA
    APPROVED
    Since 2018-04-13

Branch Locations

131 Tower Park Drive Suite 115, Waterloo, IA 50701 • UNITED STATES

515 Main Street Suite A, Cedar Falls, IA 50613 • 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 01/2017 07/2017
Next Generation Wireless Waterloo IA 05/2015 01/2017
Fsb Premier Wealth Management, Inc. Waterloo IA 07/2017 Present
Farmers State Bank Waterloo IA 06/2019 Present
  • 01/2017 → 07/2017
    Farmers State Bank
    Waterloo, IA
  • 05/2015 → 01/2017
    Next Generation Wireless
    Waterloo, IA
  • 07/2017 → Present
    Waterloo, IA
  • 06/2019 → Present
    Farmers State Bank
    Waterloo, IA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-13
  • S66 Uniform Combined State Law Examination
    2018-04-13

View on SEC IAPD

More in Waterloo, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor