FSB Premier Wealth Management, Inc.
FSB Premier Wealth Management, Inc. is a Waterloo, Iowa-based Registered Investment Adviser (RIA) and financial planning firm, founded in 2017. The firm manages nearly $294 million in assets and employs 13 experienced financial planners across 7 offices nationwide. FSB Premier primarily serves individual investors (including high net worth individuals), as well as businesses and charitable organizations. The firm is an SEC-registered investment adviser, providing retirement planning and investment advisory services to over 1,500 clients, most of whom are located in Iowa.
Investment Strategy
FSB Premier Wealth Management, Inc. focuses on providing clients with tailored investment strategies to grow, protect, and transfer wealth. They offer goal-based financial planning for individuals, families, and businesses, emphasizing retirement planning, risk management, and tax efficiency. Recommendations are designed to align with safe growth, capital preservation, and individualized transition strategies, using diversified portfolios and adapting solutions to clients’ unique circumstances. Their approach emphasizes simplicity, transparency, and client education to build financial confidence and success.
Top Holdings
Equity Positions (208)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 5.44% | $15.2M | 26,839 | $349.28 | $568.03 | +$1.1M |
S SPLG | SPDR PORTFOLIO S&P 500 ETF | 3.58% | $10.0M | 138,171 | $44.35 | $72.69 | +$932.7K |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.93% | $8.2M | 143,942 | $47.43 | $57.01 | +$500.5K |
B BRK-B | BERKSHIRE HATHAWAY CLASS B | 2.47% | $6.9M | 14,265 | $387.42 | $485.77 | +$221.1K |
S SPAB | SPDR AGGREGATE BOND ETF | 1.93% | $5.4M | 211,332 | $29.46 | $25.60 | -$47.8K |