Fsb Premier Wealth Management, Inc. is a large advisory firm based in Waterloo. It manages $144.68 million of regulatory assets for 1,000 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Illinois, Iowa, and Nebraska.
Fsb Premier Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fsb Premier Wealth Management, Inc. is $144.68 million. The firm's AUM has grown by 45% since the beginning of its operation, and $1.12 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Fsb Premier Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and corporations or other businesses. The largest group of clients of Ryan J Risetter is individuals with 845 clients and $140.38 million of assets under management. Among the 10 most similar advisory firms, Fsb Premier Wealth Management has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $144.68 million for 862 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Fsb Premier Wealth Management doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 91 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ryan J Risetter has been acting as President since 1 Mar 2016. Crystal Kay Weber joined the executive team most recently as the Chief Compliance Officer, Operations Manager.
The principal office where Fsb Premier Wealth Management, Inc. performs its advisory services is located at 131 Tower Park Drive Suite 115, Waterloo, IA 50701, which is also the mailing address of the firm. An additional office of the firm is in Waverly, IA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 319-235-6561 or by fax 319-291-8626. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at fsbfs.com.