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Tiffany Jo Coffin

FSB Premier Wealth Management, Inc.

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About Tiffany Jo Coffin

Tiffany Jo Coffin is a financial advisor registered with FSB Premier Wealth Management, Inc.. Tiffany has been in the financial services industry since 2014. She is a Certified Financial Planner and holds licenses for both Series 6 and 7 as well as the SIE exam. Tiffany has been registered in Iowa since 2016 and holds registrations in other states including Illinois, Louisiana and Minnesota. Tiffany has specialized in working with individuals and corporations in the area of financial planning and portfolio management. Tiffany's previous firm was Princor Financial Services Corporation in Cedar Falls, IA.

Firm Information

Tiffany Coffin 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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Tiffany Coffin’s Registration & Firm History

IA

12/03/2020 - Present

FSB Premier Wealth Management, Inc. (WATERLOO IA)

IA

03/17/2014 - 04/14/2015

PRINCOR FINANCIAL SERVICES CORPORATION (Cedar Falls IA)

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Licenses & Designations

BOTH

Issued 06/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/17/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tiffany Jo Coffin.
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