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Ryan Risetter

12 Years of Experience
1 DisclosureBroker

Ryan Risetter is a registered investment advisor at Fsb Premier Wealth Management, INC., based in Waterloo, IA, with 12 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 833 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
833 clients
Average Client Portfolio
$416K average
Assets Under Management
$346.7M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.50%
$500K+1.25%

Fees are negotiable. Minimum annual fee of $500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

131 Tower Park Drive Suite 115, Waterloo, IA, 50701

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History

Regulatory History (1)
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Customer Dispute
April 2024
Closed-No Action
Other Business Activities

Ryan is a business banking EVP/Business Development Officer/Private Banker at Farmers State Bank, working full-time. He is also a member of Make Money Holdings, LLC, an investment club, and co-owner of Dusty Rhodes, LLC, a rental real estate holding company, dedicating minimal time to each. Ryan is also a board member of Hawkeye Community College Foundation, dedicating minimal time.

Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
December 2014 - Present · 11 yrs 4 mos
Fsb Premier Wealth Management, INC.Broker
October 2013 - Present · 12 yrs 6 mos
State Registrations4 states
IAILMNNE
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.