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Jacob Kanon Myrvik

FSB Premier Wealth Management, Inc.

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About Jacob Kanon Myrvik

Jacob Kanon Myrvik is a financial advisor at FSB Premier Wealth Management, Inc.. Jacob is registered with the state of Iowa, Nebraska, Texas, Florida, and Minnesota. Jacob has 6 years of experience in the financial services industry. Jacob is also a private banker at Farmers State Bank.

Firm Information

Jacob Myrvik is currently registered with FSB Premier Wealth Management, Inc.. FSB Premier Wealth Management, Inc. is a corporation formed in 1992, based in Waterloo, IA and offering financial planning, pension consulting and portfolio management for individuals and businesses. They have a total of 1564 accounts under management.
FSB Premier Wealth Management, Inc.

131 TOWER PARK DRIVE SUITE 115

WATERLOO, IA 50701

$293.73M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Myrvik’s Registration & Firm History

IA

12/03/2020 - Present

FSB Premier Wealth Management, Inc. (WATERLOO IA)

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Licenses & Designations

BOTH

Issued 04/13/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 09/10/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Kanon Myrvik.
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