FSB PREMIER WEALTH MANAGEMENT, INC.
SEC RegisteredProviding Client Focused Financial Planning Services for the Cedar Valley and Beyond
About the firm
FSB Premier Wealth Management is a financial planning firm with over 30 years of financial experience, affiliated with Farmers State Bank. Their recommendations are designed to help grow, protect, and transfer wealth, with a focused and efficient planning process.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment strategies, wealth management, banking, loans, life insurance, and variable annuities, with a focus on growing, protecting, and transferring wealth.
Who they serve
Those who are just starting out as well as business owners navigating additional complexities, including professionals with banking, loans, and investment needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 778 | $163M |
| High Net Worth Individuals | 116 | $253M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 14 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $100,000 | 2.00% |
| $100,000 - $500,000 | 1.50% |
| $500,000 and above | 1.25% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FSB PREMIER WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.