JM
Jacob K. Myrvik
FSB PREMIER WEALTH MANAGEMENT
Waterloo, IA 50701
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CRD#: 6833847
JM
Professional summary
Jacob Kanon Myrvik is a registered financial advisor currently at FSB PREMIER WEALTH MANAGEMENT, INC. located in Waterloo, Iowa.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jacob has worked at 1 firm and has passed the Series 66, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business name: Farmers State Bank
Investment-related: No
Address: 131 Tower Drive, Suite 100, Waterloo, IA 50701
Nature: Banking/Finance
Position/title: Private Banker
Start date: 06/2019
Approximate hours/month: 40
Hours during securities business: 40
Duties: private banking
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Kanon Myrvik's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jacob Kanon Myrvik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 13, 2018 - Present
FSB PREMIER WEALTH MANAGEMENT, INC.
Office #1: 131 Tower Park Drive Suite 115, Waterloo, IA 50701Office #2: 515 Main Street Suite A, Cedar Falls, IA 50613RIA
BD
CRD#: 15898
Waterloo, IA
Current
January 31, 2018 - Present
FSB PREMIER WEALTH MANAGEMENT, INC.
Office #1: 131 Tower Park Drive Suite 115, Waterloo, IA 50701Office #2: 515 Main Street Suite A, Cedar Falls, IA 50613RIA
BD
CRD#: 15898
Waterloo, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FP
FSB PREMIER WEALTH MANAGEMENT, INC.
FIRST NEBRASKA INVESTORS, INC. | WARNER GROUP, INC. | WARNER GROUP, INC | THE WARNER GROUP, INC. | FSB WARNER FINANCIAL, INC. | FSB WARNER FINANCIAL, INC | FSB PREMIER WEALTH MANAGEMENT, INC.
CRD#: 15898 / SEC#: 801-111084, 8-44865
RIA
Registered Investment Advisory firm - SEC (9/1/2017 Approved)Iowa
Registered Investment Advisory firm - SEC (2/9/2018 Terminated)Nebraska
Registered Investment Advisory firm - SEC (2/9/2018 Terminated)Ohio
Registered Investment Advisory firm - SEC (11/17/2011 Terminated)South Dakota
Registered Investment Advisory firm - SEC (1/27/2017 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(12/26/2024)
RR
Iowa(4/13/2018)
IAR
Iowa(4/13/2018)
IAR
Minnesota(12/20/2024)
IAR
Nebraska(12/3/2020)
IAR
Texas(12/3/2020)
RR
Wisconsin(1/21/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FP
FSB PREMIER WEALTH MANAGEMENT, INC.
FIRST NEBRASKA INVESTORS, INC. | WARNER GROUP, INC. | WARNER GROUP, INC | THE WARNER GROUP, INC. | FSB WARNER FINANCIAL, INC. | FSB WARNER FINANCIAL, INC | FSB PREMIER WEALTH MANAGEMENT, INC.
CRD#: 15898 / SEC#: 801-111084, 8-44865
RIA
Registered Investment Advisory firm - SEC (9/1/2017 Approved)Iowa
Registered Investment Advisory firm - SEC (2/9/2018 Terminated)Nebraska
Registered Investment Advisory firm - SEC (2/9/2018 Terminated)Ohio
Registered Investment Advisory firm - SEC (11/17/2011 Terminated)South Dakota
Registered Investment Advisory firm - SEC (1/27/2017 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
131 Tower Park Drive Suite 115, Waterloo, IA 50701
Mailing Address
131 Tower Park Drive Suite 115, Waterloo, IA 50701
Phone number
(319) 235-6561
Established
Nebraska since 05/08/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
14
SEC notice filing (13 States and Territories)
FINRA licenses (5 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 1,751 |
| AUM (Assets Under Management) | $ 346,694,879 |
Disclosures
| Regulatory Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
