Jacob
Myrvik

Fsb Premier Wealth Management, Inc

CRD#6833847
Investment Advisor
in Waterloo, IA

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About this Advisor

Jacob Myrvik is a financial advisor based in Waterloo, Iowa, working with Fsb Premier Wealth Management, Inc. Jacob has previously held positions at Farmers State Bank, Next Generation Wireless, Uni Mauker Union, University Of Northern Iowa, and Fsb Premier Wealth Management, Inc. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Iowa, Nebraska, and Texas. Currently, Jacob is part of Fsb Premier Wealth Management, Inc, which operates out of Waterloo, Iowa. The firm has 6 offices and 13 employees. The firm manages assets totaling $293.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Fsb Premier Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

131 Tower Park Drive Suite 115
Waterloo, IA 50701

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Fsb Premier Wealth Management, Inc Brokerage Details

Total Assets Under Management

$293,732,584

IA Average: $9,259,360,772
Total Number of Employees

13

IA Average: 166
Total Number of Accounts

1,564

IA Average: 7,189
Average Account Size

$187,809

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jacob Myrvik Work History

2019 - Present (5 years)

Farmers State Bank

2017 - Present (7 years)

Fsb Premier Wealth Management, Inc

2017 - 2017 (< 1 year)

Farmers State Bank

2015 - 2017 (2 years)

Next Generation Wireless

2013 - 2015 (2 years)

Uni Mauker Union

2011 - 2015 (4 years)

University Of Northern Iowa

Disclosures

Please visit the SEC profile of Jacob Myrvik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fsb Premier Wealth Management, Inc

Abigail Sears
Waterloo, IA
Tiffany Coffin
Waterloo, IA
Alexander Vlach
Waterloo, IA
Jacob Myrvik
Waterloo, IA
Nolan Tomlinson
Waterloo, IA
Jared Kremer
Waterloo, IA
Ryan Risetter
Waterloo, IA
Robert Hansen
Waterloo, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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