Tiffany
Coffin

Fsb Premier Wealth Management, Inc

CRD#6309666
Investment Advisor
in Waterloo, IA

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About this Advisor

Tiffany Coffin is a financial advisor based in Waterloo, Iowa, working with Fsb Premier Wealth Management, Inc. Tiffany has previously held positions at Principal Life Insurance Company, Princor Financial Services Corporation, Fsb Premier Wealth Management, Inc, and Farmers State Bank. Tiffany has passed the Series 66 regulatory exam and is registered to provide services in Illinois, Iowa, Louisiana, and Minnesota. Currently, Tiffany 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, CERTIFIED FINANCIAL PLANNER™

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

Tiffany Coffin Work History

2019 - Present (5 years)

Farmers State Bank

2016 - Present (8 years)

Fsb Premier Wealth Management, Inc

2014 - 2015 (1 year)

Principal Life Insurance Company

2014 - 2015 (1 year)

Princor Financial Services Corporation

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Disclosures

Please visit the SEC profile of Tiffany Coffin 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

Alexander Vlach
Waterloo, IA
Abigail Sears
Waterloo, IA
Tiffany Coffin
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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