Robert Charles Hansen

Fsb Premier Wealth Management, INC.

10 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

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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

Robert works as a private banker at Farmers State Bank since 2021. He dedicates minimal time to this non-investment related activity, both overall and during securities business hours.

Employment History

Current Registrations

Fsb Premier Wealth Management, INC.

June 2021 - Present · 4 yrs 8 mos

Fsb Premier Wealth Management, INC.Broker

February 2021 - Present · 5 yrs

Previous Registrations

Bankers Life Securities, INC.Broker

May 2016 - October 2020 · 4 yrs 5 mos

Proequities, INC.Broker

July 2014 - May 2016 · 1 yr 10 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.