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Crystal Kay Weber

FSB PREMIER WEALTH MANAGEMENT, INC.·WATERLOO, Iowa
SIE, Series 7, Series 14, Series 24, Series 66, Series 99TOClean record10 years registeredFSB PREMIER WEALTH MANAGEMENT, INC.
131 TOWER PARK DRIVE SUITE 115, WATERLOO, IA 50701CRD# 6550461Firm CRD# 15898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Crystal Kay Weber · WATERLOO, IA
Registration
CRD #6550461 · FSB PREMIER WEALTH MANAGEMENT, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FSB PREMIER WEALTH MANAGEMENT, INC.
Dec 2015Apr 2021
WATERLOO, IA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 66
Series 99TO
Registration record
First registered · December 21, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FSB PREMIER WEALTH MANAGEMENT, INC.
CRD 15898 · SEC 801-111084
AUM
$294M
Regulatory assets under management
Employees
13
1,564 client accounts
Services offered by FSB PREMIER WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Crystal Kay Weber offer?
Crystal Kay Weber specializes in Financial Planning, Investment Management.
What are Crystal Kay Weber's credentials?
Crystal Kay Weber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Crystal Kay Weber located?
Crystal Kay Weber is based in WATERLOO, Iowa, last registered with FSB PREMIER WEALTH MANAGEMENT, INC..
How does Crystal Kay Weber charge for services?
Crystal Kay Weber's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FSB PREMIER WEALTH MANAGEMENT, INC.?
FSB PREMIER WEALTH MANAGEMENT, INC. has approximately 13 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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