Tiffany Coffin
Tiffany Coffin is a CFP-designated registered investment advisor at Fsb Premier Wealth Management, INC., based in Waterloo, IA, with 11 years of industry experience. Tiffany is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 934 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees are applied to the entire portfolio balance at a single rate rather than tiered. Fees are negotiable with approval from the chief executive officer.
Fee Estimator
Location
131 Tower Park Drive Suite 115, Waterloo, IA, 50701
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tiffany works as a private banker at Farmers State Bank, dedicating about a quarter of her time to this role. She also co-owns JIR Properties and spends minimal time on property management and related duties.
Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
Fsb Premier Wealth Management, INC.Broker
Previous Registrations
Princor Financial Services CorporationBroker
State Registrations6 states
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
More Advisors
- Ryan RisetterFsb Premier Wealth Management, INC.
- Noah Brown, CFALPL Financial LLC
- Adam Steenblock, CFPOsaic Wealth, INC.
- Marilyn Quinn, CFPPrivate Advisor Group, LLC
- Matthew Hennig, ChFCState Farm Investment Management CORP.
- Thomas Jaeger, CFPWells Fargo Advisors