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RH
RH

Robert Charles Hansen

Fsb Premier Wealth Management, INC.
10 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningTax PlanningBusiness Owners
Fsb Premier Wealth Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
833 clients
Average Client Portfolio
$416K average
Assets Under Management
$346.7M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $500K1.50%
$500K+1.25%

AUM Advisory Fee is negotiable with approval of the FSB CEO.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$500

Location

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

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2024
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert works as a private banker at Farmers State Bank since 2021. He dedicates minimal time to this non-investment related activity, both overall and during securities business hours.

Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
June 2021 - Present · 4 yrs 8 mos
Fsb Premier Wealth Management, INC.Broker
February 2021 - Present · 5 yrs
Previous Registrations
Bankers Life Securities, INC.Broker
May 2016 - October 2020 · 4 yrs 5 mos
Proequities, INC.Broker
July 2014 - May 2016 · 1 yr 10 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.