Unclaimed Profile

Jordan Dean Alborn

FSB PREMIER WEALTH MANAGEMENT, INC.·WATERLOO, Iowa

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66, Series 99TOCFPClean record17 years registeredFSB PREMIER WEALTH MANAGEMENT, INC.

131 TOWER PARK DRIVE SUITE 115, WATERLOO, IA 50701CRD# 5622169Firm CRD# 15898

Profile Verification

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

Identity

Jordan Dean Alborn · WATERLOO, IA

Registration

CRD #5622169 · FSB PREMIER WEALTH MANAGEMENT, INC. · 17 years registered

Brand Profile

Not yet started

Career History

AMERIPRISE FINANCIAL SERVICES, LLC

Jan 2021 – present

FSB PREMIER WEALTH MANAGEMENT, INC.

Feb 2009 – Jan 2021

WATERLOO, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · February 17, 2009

Years registered · 17

Professional designation · CFP

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

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Frequently Asked Questions

What services does Jordan Dean Alborn offer?

Jordan Dean Alborn specializes in Financial Planning, Investment Management. Contact their office in WATERLOO, Iowa for a consultation.

What are Jordan Dean Alborn's credentials?

Jordan Dean Alborn holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jordan Dean Alborn located?

Jordan Dean Alborn 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 Jordan Dean Alborn charge for services?

Jordan Dean Alborn'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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