SourcingSourcing

FSB PREMIER WEALTH MANAGEMENT, INC.

C34
CRD 15898·SEC 801-111084·WATERLOO, IA
AUM
$431.7M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FSB PREMIER WEALTH MANAGEMENT, INC.
CRD
15898
SEC file #
801-111084
EIN
931084013
DBA names
—

Economics

AUM
$431.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$144.7M → $431.7M▲ +198%
Client mix
Individuals Other778
Individuals High Net Worth116
Corporations26
Charitable Organizations14

Operations

Employees (total)
12
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
10 advisors → 10 advisors▬ 0%
Primary office
WATERLOO IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
fsbpremier.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FSB FINANCIAL SERVICES INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
FSB FINANCIAL SERVICES INC
DUROE, RODNEY LAWRENCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FSBPREMIER.COM
Rdap Domain Creation Date
2014-05-14T15:05:26Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000887748
Edgar Registered
Yes
Edgar Filing Count
58
Edgar First Filing Date
2002-03-11
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0000887748-26-000005
Edgar Former Names
FSB WARNER FINANCIAL, INC.
WARNER GROUP, INC.

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
12
Bc Firm Active IA Count
10
Bc Firm IAR Count
12
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
131 TOWER PARK DRIVE SUITE 115SUITE 615WATERLOO, IA 50701
Business
131 TOWER PARK DRIVE SUITE 115SUITE 615WATERLOO, IA 50701
Edgar EIN
931084013
Edgar Recent Filings
13F-HR2026-05-13 · 0000887748-26-000005
X-17A-5/A2026-03-30 · 0000887748-26-000004
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-05-14T15:05:26Z
Rdap Domain Last Changed
2024-05-15T14:03:21Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (12)

12
DUROE, RODNEY LAWRENCE
IAR · Executive Officer · 2.5%
5622217
MYRVIK, JACOB KANON
IAR · Executive Officer · 2.5%
6833847
RISETTER, RYAN J
IAR · Executive Officer · 2.5%
6205053
Jeffrey James Siders
IAR
7694739
ABIGAIL KRISTINE SEARS
IAR
5112238
ALEXANDER JAMES VLACH
IAR
6544084
Nolan Tyler Tomlinson
IAR
7295182
TIFFANY JO COFFIN
IAR
6309666
JENNIFER Catherine MARLIN
IAR
5385113
Benjamin L Saak
IAR
7843960
ROBERT CHARLES HANSEN
IAR
6322576
Stephanie M Holding
IAR
6628255