Hedge Fund Database

FSB PREMIER WEALTH MANAGEMENT, INC.

Adviser information for FSB PREMIER WEALTH MANAGEMENT, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Nebraska, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 11
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 13
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,564 $293.7M
Non-Discretionary 0 $0
Total 1,564 $293.7M

Clients

Type Number RAUM
Individuals 669 $128.1M
HNW Individuals 80 $148.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 5 $633,271
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 28 $16.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number 801-111084
SEC ERA File Number 801-111084
SEC CIK Numbers 887748
SEC CRD Numbers 15898
Legal Entity Identifier None

Principal Office

131 TOWER PARK DRIVE SUITE 115
WATERLOO
IA
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 319-235-6561, Fax: 319-291-8626

Websites

www.fsbfs.com fsbpremier.com/

Chief Compliance Officer

JACOB MYRVIK
131 TOWER PARK DRIVE SUITE 115
WATERLOO
IA
United States
Tel: 319-235-6561
Fax: 319-291-8626
(Full email address available in API data)

Regulatory Contact

RYAN RISETTER
CEO, PRESIDENT
131 TOWER PARK DRIVE SUITE 115
WATERLOO
IA
United States
Tel: 319-235-6561
Fax: 319-291-8626
(Full email address available in API data)

Industry Affiliates

FARMERS STATE BANK Banking or thrift institution
IOWA FALLS STATE BANK Banking or thrift institution

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FSB FINANCIAL SERVICES INC Domestic Entity – HOLDING COMPANY, 100 % OWNER FSB PREMIER WEALTH MANAGEMENT, INC 01/2009 > 75%
DUROE, RODNEY LAWRENCE Individual – CFO, FINOP, CHAIRMAN, DIRECTOR 12/2018 < 5%
RISETTER, RYAN J Individual – CEO/PRESIDENT, DIRECTOR 03/2016 < 5%
HOSCH, JASON THOMAS Individual – OUTSIDE DIRECTOR 03/2021 < 5%
DUROE, RODNEY LAWRENCE Individual FSB FINANCIAL SERVICES, INC. OWNER 07/2021 25-50%
MYRVIK, JACOB KANON Individual – CCO 01/2022 < 5%

No. Employees, Historic

2010020202021202220232024202511 on 3/17/202012 on 6/12/202012 on 12/2/202012 on 12/9/202010 on 1/13/202111 on 3/10/202112 on 4/30/202111 on 6/10/202111 on 6/11/202111 on 7/22/202111 on 8/3/202111 on 1/5/202211 on 1/14/202211 on 2/15/202212 on 3/29/202212 on 3/31/202212 on 3/23/202312 on 4/10/202312 on 4/11/202313 on 3/29/2024

RAUM, Historic

300M150M0202020212022202320242025174504872 on 3/17/2020165088823 on 6/12/2020227055185 on 12/2/2020227055185 on 12/9/2020227055185 on 1/13/2021233861688 on 3/10/2021244548807 on 4/30/2021244548807 on 6/10/2021244548807 on 6/11/2021244548807 on 7/22/2021244548807 on 8/3/2021244548807 on 1/5/2022244548807 on 1/14/2022244548807 on 2/15/2022273510967 on 3/29/2022273510967 on 3/31/2022241223767 on 3/23/2023241223767 on 4/10/2023241223767 on 4/11/2023293732584 on 3/29/2024

No. Clients, Historic

8004000202020212022202320242025683 on 3/17/2020697 on 6/12/2020768 on 12/2/2020768 on 12/9/2020768 on 1/13/2021728 on 3/10/2021792 on 4/30/2021792 on 6/10/2021792 on 6/11/2021792 on 7/22/2021792 on 8/3/2021792 on 1/5/2022792 on 1/14/2022792 on 2/15/2022678 on 3/29/2022678 on 3/31/2022755 on 3/23/2023755 on 4/10/2023755 on 4/11/2023782 on 3/29/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 209K 2K –
ABBOTT LABS COM 207K 2K –
ABBVIE INC COM 304K 2K –
ADOBE INC COM 211K 379 –
AFLAC INC COM 938K 11K –
AIR PRODS & CHEMS INC COM 373K 1K –
ALLIANT ENERGY CORP COM 267K 5K –
ALPHABET INC CAP STK CL C 2M 13K –
AMAZON COM INC COM 843K 4K –
AMGEN INC COM 788K 3K –
ANALOG DEVICES INC COM 897K 4K –
APPLE INC COM 3M 13K –
AT&T INC COM 365K 19K –
AUTODESK INC COM 201K 814 –
BANK AMERICA CORP COM 523K 13K –
BANK NEW YORK MELLON CORP COM 519K 9K –
BECTON DICKINSON & CO COM 584K 2K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 4M 9K –
BLACKROCK INC COM 333K 423 –
BOOKING HOLDINGS INC COM 1M 313 –
CARMAX INC COM 753K 10K –
CASEYS GEN STORES INC COM 970K 3K –
CATERPILLAR INC COM 381K 1K –
CENCORA INC COM 405K 2K –
CHECK POINT SOFTWARE TECH LT ORD 245K 1K –
CHEVRON CORP NEW COM 572K 4K –
COCA COLA CO COM 750K 12K –
COMCAST CORP NEW CL A 1M 30K –
CONOCOPHILLIPS COM 472K 4K –
CONSOLIDATED EDISON INC COM 257K 3K –
COSTCO WHSL CORP NEW COM 267K 314 –
CVS HEALTH CORP COM 210K 4K –
DEERE & CO COM 4M 10K –
DISNEY WALT CO COM 470K 5K –
DUKE ENERGY CORP NEW COM NEW 263K 3K –
EBAY INC. COM 588K 11K –
EDISON INTL COM 331K 5K –
ELEVANCE HEALTH INC COM 1M 2K –
ENBRIDGE INC COM 352K 10K –
EXXON MOBIL CORP COM 3M 23K –
FIDELITY COVINGTON TRUST HIGH DIVID ETF 224K 5K –
FIDELITY NATL INFORMATION SV COM 492K 7K –
FIRST HORIZON CORPORATION COM 158K 10K –
FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 1M 60K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 381K 22K –
FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 201K 5K –
FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 3M 50K –
FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 219K 9K –
FIRST TR EXCHANGE TRAD FD VI ALT ABSLT STRG 383K 13K –
FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 311K 3K –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 841K 9K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 534K 11K –
FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 601K 27K –
FIRST TR EXCHANGE-TRADED FD S&P INTL DIVID 236K 15K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 2M 38K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 356K 2K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 942K 17K –
FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 876K 47K –
FIRST TR EXCHANGE-TRADED FD MNGD FUTRS STRGY 405K 8K –
FIRST TR EXCHANGE-TRADED FD INTERMEDIATE DUR 203K 10K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 4M 106K –
FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN 595K 28K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 5M 93K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 209K 4K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 8M 93K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 3M 37K –
FIRST TR EXCHANGE-TRADED FD SMID CAPITAL STR 598K 19K –
FIRST TR EXCHANGE-TRADED FD FIRST TR BLOOMBE 816K 22K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 697K 30K –
FIRST TR EXCHNG TRADED FD VI VEST BUFFERED 1M 54K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 371K 12K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 262K 7K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 4M 92K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 880K 21K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 748K 19K –
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 226K 5K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 492K 11K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 463K 10K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 2M 56K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 253K 7K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. EQU 572K 19K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 910K 21K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 320K 9K –
FIRST TR EXCHNG TRADED FD VI FT VEST US 294K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 269K 6K –
FIRST TR EXCHNG TRADED FD VI VEST US EQUITY B 529K 17K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 2M 36K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 349K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 822K 18K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 1M 32K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 9M 213K –
FIRST TR LRG CP VL ALPHADEX COM SHS 3M 43K –
FIRST TR MORNINGSTAR DIVID L SHS 1M 31K –
FIRST TR STOXX EUROPEAN SELE COMMON SHS 122K 10K –
FIRST TR VALUE LINE DIVID IN SHS 6M 150K –
FIRST TRUST LRGCP GWT ALPHAD COM SHS 3M 27K –
FORD MTR CO DEL COM 134K 11K –
GENERAL DYNAMICS CORP COM 1M 5K –
HOME DEPOT INC COM 916K 3K –
INTERNATIONAL BUSINESS MACHS COM 277K 2K –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 585K 42K –
INVESCO QQQ TR UNIT SER 1 759K 2K –
IQVIA HLDGS INC COM 450K 2K –
ISHARES TR 20 YR TR BD ETF 303K 3K –
ISHARES TR RUS TP200 GR ETF 484K 2K –
ISHARES TR CORE S&P MCP ETF 608K 10K –
ISHARES TR CORE S&P500 ETF 1M 2K –
ISHARES TR CORE DIV GRWTH 227K 4K –
ISHARES TR MBS ETF 780K 8K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 784K 14K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 228K 4K –
JOHNSON & JOHNSON COM 644K 4K –
JPMORGAN CHASE & CO. COM 2M 10K –
KEYCORP COM 150K 11K –
LAMAR ADVERTISING CO NEW CL A 314K 3K –
LOCKHEED MARTIN CORP COM 379K 811 –
MASTERCARD INCORPORATED CL A 384K 871 –
MCDONALDS CORP COM 654K 3K –
MCKESSON CORP COM 622K 1K –
MEDTRONIC PLC SHS 815K 10K –
MERCK & CO INC COM 252K 2K –
META PLATFORMS INC CL A 2M 4K –
METLIFE INC COM 373K 5K –
MICROSOFT CORP COM 3M 7K –
NEXTERA ENERGY INC COM 284K 4K –
NOVARTIS AG SPONSORED ADR 812K 8K –
NVIDIA CORPORATION COM 277K 2K –
OMNICOM GROUP INC COM 455K 5K –
ORACLE CORP COM 2M 15K –
PEPSICO INC COM 463K 3K –
PFIZER INC COM 325K 12K –
PHILIP MORRIS INTL INC COM 2M 15K –
PROCTER AND GAMBLE CO COM 526K 3K –
QUALCOMM INC COM 596K 3K –
REALTY INCOME CORP COM 225K 4K –
RTX CORPORATION COM 280K 3K –
SANOFI SPONSORED ADR 593K 12K –
SCHWAB CHARLES CORP COM 1M 19K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 209K 4K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 615K 8K –
SELECT SECTOR SPDR TR TECHNOLOGY 387K 2K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 2M 57K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 4M 121K –
SPDR INDEX SHS FDS DJ GLB RL ES ETF 574K 14K –
SPDR INDEX SHS FDS S&P INTL SMLCP 705K 22K –
SPDR S&P 500 ETF TR TR UNIT 982K 2K –
SPDR SER TR BLOOMBERG EMERGI 543K 27K –
SPDR SER TR PORTFOLIO S&P500 9M 147K –
SPDR SER TR PORTFOLIO AGRGTE 5M 196K –
SPDR SER TR BLOOMBERG EMG MK 369K 16K –
SPDR SER TR PORTFOLIO INTRMD 2M 64K –
SPDR SER TR PORTFOLIO S&P600 1M 24K –
SPDR SER TR PORTFOLIO S&P400 1M 21K –
SPDR SER TR PRTFLO S&P500 GW 384K 5K –
SPDR SER TR BLOOMBERG 1 10 Y 381K 21K –
SPDR SER TR PORTFOLIO LN TSR 1M 38K –
SPDR SER TR PORTFLI HIGH YLD 457K 20K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 406K 10K –
STARBUCKS CORP COM 498K 6K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 575K 3K –
TESLA INC COM 201K 1K –
TEXAS INSTRS INC COM 666K 3K –
TRUIST FINL CORP COM 420K 11K –
UNILEVER PLC SPON ADR NEW 657K 12K –
UNION PAC CORP COM 317K 1K –
UNITED PARCEL SERVICE INC CL B 268K 2K –
UNITEDHEALTH GROUP INC COM 854K 2K –
US BANCORP DEL COM NEW 288K 7K –
VANGUARD BD INDEX FDS INTERMED TERM 1M 18K –
VANGUARD BD INDEX FDS SHORT TRM BOND 3M 36K –
VANGUARD BD INDEX FDS LONG TERM BOND 1M 18K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 3M 63K –
VANGUARD INDEX FDS TOTAL STK MKT 276K 1K –
VANGUARD INDEX FDS EXTEND MKT ETF 2M 14K –
VANGUARD INDEX FDS S&P 500 ETF SHS 16M 32K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3M 60K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 343K 4K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 2M 34K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 8M 166K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 271K 2K –
VERIZON COMMUNICATIONS INC COM 515K 12K –
VISA INC COM CL A 1M 6K –
WALMART INC COM 614K 9K –
WELLS FARGO CO NEW COM 1M 21K –
XCEL ENERGY INC COM 230K 4K –