Unclaimed Profile

Jacob Kanon Myrvik

FSB PREMIER WEALTH MANAGEMENT, INC.·WATERLOO, Iowa

SIE, Series 7, Series 14, Series 24, Series 66Clean record8 years registeredFSB PREMIER WEALTH MANAGEMENT, INC.

131 TOWER PARK DRIVE SUITE 115, WATERLOO, IA 50701CRD# 6833847Firm CRD# 15898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Kanon Myrvik · WATERLOO, IA

Registration

CRD #6833847 · FSB PREMIER WEALTH MANAGEMENT, INC. · 8 years registered

Brand Profile

Not yet started

Career History

FSB PREMIER WEALTH MANAGEMENT, INC.

Apr 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 66

Registration record

First registered · April 13, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FSB PREMIER WEALTH MANAGEMENT, INC.

CRD 15898 · SEC 801-111084

AUM

$294M

Regulatory assets under management

Employees

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

View all advisors at FSB PREMIER WEALTH MANAGEMENT, INC. →

Introduction

Speak with Jacob Kanon

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jacob Kanon is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WATERLOO?

Browse all registered financial advisors in WATERLOO, Iowa or claim this profile if it's yours.

Browse WATERLOO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jacob Kanon Myrvik offer?

Jacob Kanon Myrvik specializes in Financial Planning, Investment Management. Contact their office in WATERLOO, Iowa for a consultation.

What are Jacob Kanon Myrvik's credentials?

Jacob Kanon Myrvik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Kanon Myrvik located?

Jacob Kanon Myrvik is based in WATERLOO, Iowa, working with FSB PREMIER WEALTH MANAGEMENT, INC.. Their office serves clients in the WATERLOO metropolitan area and surrounding communities.

How does Jacob Kanon Myrvik charge for services?

Jacob Kanon Myrvik'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →