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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FSB PREMIER WEALTH MANAGEMENT, INC.

CRD 15898

WATERLOO, IA

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Search this name across graphsid dfx:ria:cc9ebe93-87a6-85c8-3812-17501d06e3cf

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 11
On other graphs: 0
Observed: Aug 2, 2017 to Mar 27, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=11.0
Regulatory AUM: $432MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $432M
Private client RAUM: $416MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $43.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 10
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2,130
Individual clients: 778
High net worth clients: 116
Custody, client assets: $0
SEC number: 801-111084
CRD: 15898
Filings on the tape: 28
First filed: Aug 2, 2017
Latest filed: Mar 27, 2026
Organised: Corporation, NE
Website: fsbpremier.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RODNEY LAWRENCE DUROE	n/a	WATERLOO, IA	17	32	n/a	yes
RYAN J RISETTER	n/a	WATERLOO, IA	11	22	n/a	yes
TIFFANY JO COFFIN	Certified Financial Planner	WATERLOO, IA	10	10	n/a	yes
ALEXANDER JAMES VLACH	Certified Financial Planner	West Des Moines, IA \| WATERLOO, IA	10	11	n/a	yes
Jacob Kanon Myrvik	n/a	Cedar Falls, IA \| WATERLOO, IA	8	11	n/a	yes
ROBERT CHARLES HANSEN	n/a	Waverly, IA \| WATERLOO, IA	5	18	n/a	yes
ABIGAIL KRISTINE SEARS	n/a	WATERLOO, IA	4	20	n/a	yes
Nolan Tyler Tomlinson	n/a	WATERLOO, IA	3	11	n/a	yes
Stephanie M Holding	n/a	WATERLOO, IA \| Cedar Falls, IA	3	10	1	yes
Benjamin L Saak	n/a	WATERLOO, IA	1	11	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DUROE, RODNEY LAWRENCE	Owner	C	yes	07/2021	Aug 2, 2017	Mar 29, 2024
DUROE, RODNEY LAWRENCE	CFO, FINOP, CHAIRMAN, DIRECTOR	Na	yes	12/2018	Aug 2, 2017	Mar 29, 2024
FSB FINANCIAL SERVICES INC	HOLDING COMPANY, 100 % OWNER FSB PREMIER WEALTH MANAGEMENT, INC	E	yes	01/2009	Aug 2, 2017	Mar 29, 2024
MYRVIK, JACOB KANON	Cco	Na	yes	01/2022	Mar 29, 2022	Mar 29, 2024
RISETTER, RYAN J	CEO/PRESIDENT, DIRECTOR	Na	yes	03/2016	Aug 2, 2017	Mar 29, 2024
HOSCH, JASON THOMAS	OUTSIDE DIRECTOR	Na	no	03/2021	Jan 5, 2022	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FARMERS STATE BANK	n/a	n/a	n/a	N	yes	n/a
SCENIC COMMUNITY BANCSHARES CORPORATION	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
CEDAR FALLS	Ia	United States	1	yes
Waterloo	Ia	United States	1	yes
Waverly	Ia	United States	1	yes
WEST DES MOINES	Ia	United States	1	yes
WEST UNION	Ia	United States	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$432M	$432M	12	10	3	n/a	n/a
2024	Mar 18, 2025	$347M	$347M	14	11	5	n/a	n/a
2023	Mar 29, 2024	$294M	$294M	13	11	6	n/a	n/a
2022	Mar 23, 2023	$241M	$241M	12	10	6	n/a	n/a
2021	Mar 29, 2022	$274M	$274M	12	9	6	n/a	n/a
2020	Mar 10, 2021	$234M	$234M	11	9	3	n/a	n/a
2019	Mar 17, 2020	$175M	$94.3M	11	10	3	n/a	n/a
2018	Mar 21, 2019	$145M	$86.0M	11	10	2	n/a	n/a
2017	Mar 12, 2018	$133M	$89.4M	11	9	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	20.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$432M	$347M	24.5%	$241M	21.4%	12	14	3	5

Relationships

Registered with (25)

← Benjamin L SaakAdvisorregistration: current employment
Jun 11, 2025 to presentfactForm ADV
← Stephanie M HoldingAdvisorregistration: current employment
Sep 15, 2023 to presentfactForm ADV
← Nolan Tyler TomlinsonAdvisorregistration: current employment
Oct 18, 2022 to presentfactForm ADV
← ABIGAIL KRISTINE SEARSAdvisorregistration: current employment
May 10, 2022 to presentfactForm ADV
← ROBERT CHARLES HANSENAdvisorregistration: current employment
Jun 23, 2021 to presentfactForm ADV
← Jacob Kanon MyrvikAdvisorregistration: current employment
Apr 13, 2018 to presentfactForm ADV
← ALEXANDER JAMES VLACHAdvisorregistration: current employment
Aug 23, 2016 to presentfactForm ADV
← TIFFANY JO COFFINAdvisorregistration: current employment
Jun 17, 2016 to presentfactForm ADV
← RYAN J RISETTERAdvisorregistration: current employment
Apr 30, 2015 to presentfactForm ADV
← RODNEY LAWRENCE DUROEAdvisorregistration: current employment
Feb 17, 2009 to presentfactForm ADV
← Daniel Thomas GilesAdvisorregistration: previous registration
Feb 20, 2025 to Dec 5, 2025factForm ADV
← JARED CARL KREMERAdvisorregistration: previous registration
Apr 1, 2021 to Oct 31, 2025factForm ADV
← SCOTT ALLEN WAECHTERAdvisorregistration: previous registration
Apr 16, 2020 to May 31, 2024factForm ADV
← JACOB LEE STALDERAdvisorregistration: previous registration
Jan 13, 2020 to Oct 17, 2022factForm ADV
← JORDAN DEAN ALBORNAdvisorregistration: previous registration
Feb 17, 2009 to Jan 4, 2021factForm ADV
← ZACHARY ADAM CUTKOMPAdvisorregistration: previous registration
Mar 31, 2015 to Nov 27, 2015factForm ADV
← JEFF ALAN BROWERAdvisorregistration: previous registration
Nov 28, 2003 to Dec 19, 2014factForm ADV
← PAULINE JO QUINNAdvisorregistration: previous registration
Nov 2, 2009 to Dec 1, 2014factForm ADV
← TAY JACOBY-FRIESAdvisorregistration: previous registration
Jan 31, 2014 to Nov 25, 2014factForm ADV
← ZACHARY ALLEN KNUTSONAdvisorregistration: previous registration
Oct 16, 2012 to Sep 12, 2013factForm ADV
← JASON ALLEN ANDERSONAdvisorregistration: previous registration
Oct 11, 2004 to Oct 13, 2010factForm ADV
← KEITH MICHAEL GENGLERAdvisorregistration: previous registration
Jul 18, 2007 to Jun 16, 2009factForm ADV
← JOHN K SPIESAdvisorregistration: previous registration
Feb 15, 2002 to Jun 25, 2008factForm ADV
← LEE CHRISTOPHER LARSONAdvisorregistration: previous registration
Jun 14, 2006 to Sep 10, 2007factForm ADV
← STEWART CHURCHILL HARTMANAdvisorregistration: previous registration
Nov 28, 2003 to Jun 29, 2006factForm ADV

Controls (4)

← DUROE, RODNEY LAWRENCEOwnerOWNER, ownership code C, individual
Aug 2, 2017 to Mar 29, 2024factForm ADV
← RISETTER, RYAN JOwnerCEO/PRESIDENT, DIRECTOR, ownership code NA, individual
Aug 2, 2017 to Mar 29, 2024factForm ADV
← MYRVIK, JACOB KANONOwnerCCO, ownership code NA, individual
Mar 29, 2022 to Mar 29, 2024factForm ADV
← FSB FINANCIAL SERVICES INCOwnerHOLDING COMPANY, 100 % OWNER FSB PREMIER WEALTH MANAGEMENT, INC, ownership code E, domestic entity
Aug 2, 2017 to Mar 29, 2024factForm ADV

Owns (1)

← HOSCH, JASON THOMASOwnerOUTSIDE DIRECTOR, ownership code NA, individual
Jan 5, 2022 to Mar 29, 2024factForm ADV

Dated events

Occurred
Dec 5, 2025
Advisor changed firm
Daniel Thomas Giles left Fsb Premier Wealth Management, Inc. for Foster Group, Inc. (registered 2026-01-22)
Form ADVobserved 5 days ago
Occurred
Oct 31, 2025
Advisor changed firm
Jared Carl Kremer left Fsb Premier Wealth Management, Inc. for Commonwealth Financial Network (registered 2025-11-11)
Form ADVobserved 5 days ago
Occurred
May 31, 2024
Advisor changed firm
Scott Allen Waechter left Fsb Premier Wealth Management, Inc. for United Advisors America (registered 2024-06-07)
Form ADVobserved 5 days ago
Occurred
Oct 17, 2022
Advisor changed firm
Jacob Lee Stalder left Fsb Premier Wealth Management, Inc. for Navigate Financial Planning Llc (registered 2023-03-02)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2022
Control person joined
Jacob Kanon Myrvik (Cco) appeared on Schedule A of Fsb Premier Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Apr 30, 2021
Control person left
Crystal Kay Weber (Chief Compliance Officer, Operations Manager) no longer on Schedule A of Fsb Premier Wealth Management, Inc. (listed 2021-03-10, absent 2021-04-30)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2021
Control person left
Jordan Dean Alborn (Vice President, Financial Advisor) no longer on Schedule A of Fsb Premier Wealth Management, Inc. (listed 2020-12-09, absent 2021-01-13)
Form ADVobserved 5 days ago
Occurred
Mar 17, 2020
Control person left
Gwendolyn Elizabeth Jass (Director) no longer on Schedule A of Fsb Premier Wealth Management, Inc. (listed 2019-03-29, absent 2020-03-17)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Control person joined
Gwendolyn Elizabeth Jass (Director) appeared on Schedule A of Fsb Premier Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 21, 2019
Control person left
Mark Francis Vaughan (President, Director) no longer on Schedule A of Fsb Premier Wealth Management, Inc. (listed 2018-03-12, absent 2019-03-21)
Form ADVobserved 5 days ago
Occurred
Aug 2, 2017
First Form ADV filing
Fsb Premier Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc9ebe93-87a6-85c8-3812-17501d06e3cf
First observed: Aug 2, 2017
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FSB PREMIER WEALTH MANAGEMENT, INC.

CRD 15898

WATERLOO, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cc9ebe93-87a6-85c8-3812-17501d06e3cf

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RODNEY LAWRENCE DUROE

n/a

WATERLOO, IA

n/a

yes

RYAN J RISETTER

n/a

WATERLOO, IA

n/a

yes

TIFFANY JO COFFIN

Certified Financial Planner

WATERLOO, IA

n/a

yes

ALEXANDER JAMES VLACH

Certified Financial Planner

West Des Moines, IA | WATERLOO, IA

n/a

yes

Jacob Kanon Myrvik

n/a

Cedar Falls, IA | WATERLOO, IA

n/a

yes

ROBERT CHARLES HANSEN

n/a

Waverly, IA | WATERLOO, IA

n/a

yes

ABIGAIL KRISTINE SEARS

n/a

WATERLOO, IA

n/a

yes

Nolan Tyler Tomlinson

n/a

WATERLOO, IA

n/a

yes

Stephanie M Holding

n/a

WATERLOO, IA | Cedar Falls, IA

yes

Benjamin L Saak

n/a

WATERLOO, IA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DUROE, RODNEY LAWRENCE

Owner

yes

07/2021

Aug 2, 2017

Mar 29, 2024

DUROE, RODNEY LAWRENCE

CFO, FINOP, CHAIRMAN, DIRECTOR

yes

12/2018

Aug 2, 2017

Mar 29, 2024

FSB FINANCIAL SERVICES INC

HOLDING COMPANY, 100 % OWNER FSB PREMIER WEALTH MANAGEMENT, INC

yes

01/2009

Aug 2, 2017

Mar 29, 2024

MYRVIK, JACOB KANON

Cco

yes

01/2022

Mar 29, 2022

Mar 29, 2024

RISETTER, RYAN J

CEO/PRESIDENT, DIRECTOR

yes

03/2016

Aug 2, 2017

Mar 29, 2024

HOSCH, JASON THOMAS

OUTSIDE DIRECTOR

03/2021

Jan 5, 2022

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FARMERS STATE BANK

n/a

yes

n/a

SCENIC COMMUNITY BANCSHARES CORPORATION

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

CEDAR FALLS

United States

yes

Waterloo

United States

yes

Waverly

United States

yes

WEST DES MOINES

United States

yes

WEST UNION

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$432M

n/a

2024

Mar 18, 2025

$347M

n/a

2023

Mar 29, 2024

$294M

n/a

2022

Mar 23, 2023

$241M

n/a

2021

Mar 29, 2022

$274M

n/a

2020

Mar 10, 2021

$234M

n/a

2019

Mar 17, 2020

$175M

$94.3M

n/a

2018

Mar 21, 2019

$145M

$86.0M

n/a

2017

Mar 12, 2018

$133M

$89.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$432M

$347M

24.5%

$241M

21.4%