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Robert Charles Hansen

FSB Premier Wealth Management, Inc.

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About Robert Charles Hansen

Robert Hansen is a financial professional in Waterloo, Iowa. Robert has over 10 years of experience in the financial services industry. Robert is currently registered with FSB Premier Wealth Management, Inc., where Robert has been employed since February 2021. Previously, Robert worked at Bankers Life Securities, Inc. from May 2016 to October 2020 and at ProEquities, Inc. from July 2014 to May 2016. Robert is licensed to provide investment advice and securities trading services in Iowa. Robert holds Series 63 and Series 66 licenses and the Series 7 and SIE exams. Robert is a private banker at Farmers State Bank, which is a non-investment related business, and the role does not impact Robert's activities at FSB Premier Wealth Management, Inc.

Firm Information

Robert Hansen 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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Robert Hansen’s Registration & Firm History

IA

06/23/2021 - Present

FSB Premier Wealth Management, Inc. (WATERLOO IA)

IA

05/26/2016 - 10/02/2020

BANKERS LIFE SECURITIES, INC. (WATERLOO IA)

IA

07/29/2014 - 05/26/2016

PROEQUITIES, INC. (WATERLOO IA)

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Licenses & Designations

BOTH

Issued 06/23/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/19/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Charles Hansen. Review regulatory record here.
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