Ryan J Risetter

Fsb Premier Wealth Management, INC.

12 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningTax PlanningBusiness Owners

Fsb Premier Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

833 clients

Average Client Portfolio

$416K average

Assets Under Management

$346.7M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	2.00%
$100K - $500K	1.50%
$500K+	1.25%

AUM Advisory Fee is negotiable with approval of the FSB CEO.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$500

Location

131 Tower Park Drive Suite 115, Waterloo, IA, 50701

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2024

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

Ryan is a business banking EVP/Business Development Officer/Private Banker at Farmers State Bank, working full-time. He is also a member of Make Money Holdings, LLC, an investment club, and co-owner of Dusty Rhodes, LLC, a rental real estate holding company, dedicating minimal time to each. Ryan is also a board member of Hawkeye Community College Foundation, dedicating minimal time.

Employment History

Current Registrations

Fsb Premier Wealth Management, INC.

December 2014 - Present · 11 yrs 2 mos

Fsb Premier Wealth Management, INC.Broker

October 2013 - Present · 12 yrs 4 mos

State Registrations4 states

IAILMNNE

AdvisorBrokerBoth

Exams

No exam information available for this advisor.