DG
DG

Daniel Thomas Giles

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningTax PlanningBusiness Owners
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 ManagementAnnual Fee
Up to $100K2.00%
$100K - $500K1.50%
$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
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Location

9750 University Avenue, West Des Moines, IA, 50266

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel works as a Private Banker for Farmers State Bank, selling private banking services since October 2024. This takes a few hours per week.

Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
February 2025 - Present · 1 yr
Fsb Premier Wealth Management, INC.Broker
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Clarendon Insurance Agency, INC.Broker
March 2022 - September 2024 · 2 yrs 6 mos
Sammons Financial Network, LLCBroker
February 2021 - March 2022 · 1 yr 1 mo
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.