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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- HorizonSignal +more
- Established Date
- 10-01-1985
- Office Locations
- 3
Office Locations
About FSB Premier Wealth Management, Inc.
FSB Premier Wealth Management, Inc. provides wealth management and financial planning for retail and institutional clients. The team supports portfolio construction, retirement and estate planning, and insurance planning, using ETFs and mutual funds as core building blocks alongside fixed income and select alternatives, including SRI mandates. Custody relationships include Charles Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
RODNEY LAWRENCE DUROE
Chairman, Chief Executive Officer, Chief Financial Officer, DIRECTOR, Finop, President
- CRD
- #5622217
- Ownership
- Less than 5%
Jacob Kanon Myrvik
Chief Compliance Officer, Financial Advisor, OPERATIONS MANAGER
- CRD
- #6833847
- Ownership
- Less than 5%
Glacier foundation
Pioneer radial matrix
- CRD
- #24601
- Ownership
- 47.8%
Showing 2 of 3 owners & executives
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TIFFANY JO COFFIN
Financial Advisor, Private Banker
- CRD
- #6309666
ROBERT CHARLES HANSEN
Wealth Advisor
- CRD
- #6322576
Unison crest
Catalyst legacy
- CRD
- #83398
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $431,742,786 | $202,696 |
| Non-Discretionary | $0 | -- |
| Total | $431,742,786 | $202,696 |
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Separately Managed Accounts
Total SMA Asset: $431,742,786
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,392,467,870 | 15.9% |
| Equity - Exchange | $2,881,269,995 | 32.9% |
| Derivatives | $1,348,679,572 | 15.4% |
| Cash | $3,135,242,123 | 35.8% |
| Total | $8,757,659,560 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION MATRIX OPTIMA | UNISON FOUNDATION | 81IHM8YM6 | UIP | 6.79% | $90,972,671 |
| RADIAL NORTH | ZENITH FRONTIER | 3356R0NF0 | TGPVC | 8.89% | $2,983,194 |
| FOUNDATION PEAK HORIZON | VITAL PIONEER | ZCY0BH2Q0 | MXFH | 6.94% | $113,962,210 |
| PRIME PATHWAY SUMMIT | VALUE VERTEX | 5MG2EBGRR | IGW | 8.25% | $18,554,622 |
| DELTA MOMENTUM INSIGHT | VITAL BEACON | WG4ZZGDRT | DYYLJ | 3.78% | $77,895,317 |
| CREST SIGNAL | FUSION INSIGHT | 39PB0CB6H | SMHBG | 11.68% | $79,090,697 |
| SIGNAL INSIGHT | HORIZON RIDGE | X2VH5X6QF | GOI | 4.25% | $117,611,195 |
| EMBER ALPHA | BEACON BRIDGE | 7B0ZHZFSV | KTLQ | 11.09% | $4,568,574 |