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FSB Premier Wealth Management, Inc.

FSB Premier Wealth Management, Inc.. CRD 15898

FSB Premier Wealth Management, Inc. logo

CRD: 15898

FSB Premier Wealth Management, Inc.

Waterloo, IA, 50701
3192356561
$431.7M Total AUM
$431.7M Disc. AUM
22.1% 3Y CAGR
12 Employees
934 ADV. Clients
40 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
HorizonSignal +more
Established Date
10-01-1985
Office Locations
3

Office Locations

131 Tower Park Drive Suite 115 Waterloo IA
515 Main Street Suite A Cedar Falls IA
9750 University Avenue West DES Moines IA

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

34 AVG AGE
$43.2M AVG AUM / ADVISOR
$462.3K AVG AUM / CLIENT
7.5 yrs AVG TENURE
12 Employees
10 Advisory Reps
10 RIA Reps
40yrs Firm Age

Insights

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Asset Classes

North Beacon Pioneer capital Insight Unison Bridge

Client Personas

Radial zenith Frontier

Custodian

Horizon Matrix Catalyst unison Capital catalyst Harbor focus

Investment Themes

Insight insight Peak

Investment Vehicles

Bridge eagle Zenith

Platform

Prime matrix

Services

Momentum vital Legacy vital Capital North Vital peak Bridge summit North

Technology

Eagle delta Horizon crest Legacy

Owner & Executives

RODNEY LAWRENCE DUROE

RODNEY LAWRENCE DUROE

Chairman, Chief Executive Officer, Chief Financial Officer, DIRECTOR, Finop, President

CRD
#5622217
Ownership
Less than 5%
(281) 383-8060
ridge.catalyst@pioneercapital.com
in linkedin.com/in/peak-unison
Jacob Kanon Myrvik

Jacob Kanon Myrvik

Chief Compliance Officer, Financial Advisor, OPERATIONS MANAGER

CRD
#6833847
Ownership
Less than 5%
(978) 694-3047
momentum.prime@matrixcapital.com
in linkedin.com/in/insight-insight
G

Glacier foundation

Pioneer radial matrix

CRD
#24601
Ownership
47.8%
(585) 413-2580
north.north@primecapital.com
in linkedin.com/in/horizon-signal

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Contacts

TIFFANY JO COFFIN

TIFFANY JO COFFIN

Financial Advisor, Private Banker

CRD
#6309666
(602) 901-5714
ridge.frontier@elementcapital.com
in linkedin.com/in/zenith-fusion
ROBERT CHARLES HANSEN

ROBERT CHARLES HANSEN

Wealth Advisor

CRD
#6322576
(660) 237-6814
legacy.matrix@elementcapital.com
in linkedin.com/in/wave-foundation
U

Unison crest

Catalyst legacy

CRD
#83398
(349) 986-5399
north.insight@crestcapital.com
in linkedin.com/in/timber-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
04-11-2023
03-29-2024
08-13-2025
03-27-2026
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

$431.7M Total SMA
Public Funds:
15.9%
Equity - Exchange:
32.9%
Derivatives:
15.4%
Cash:
35.8%
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

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