Nolan Tomlinson
Nolan Tomlinson is a registered investment advisor at Fsb Premier Wealth Management, INC., based in Waterloo, IA, with 3 years of industry experience. Nolan 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
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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
Nolan works as a Private Banker at Farmers State Bank since 2021, dedicating a few hours per week to banking and securities-related activities.
Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
Fsb Premier Wealth Management, INC.Broker
State Registrations9 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
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