Operations Manager

0001606587-22-000606.txt : 20220222 0001606587-22-000606.hdr.sgml : 20220222 20220222151356 ACCESSION NUMBER: 0001606587-22-000606 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20220222 DATE AS OF CHANGE: 20220222 EFFECTIVENESS DATE: 20220222 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FSB PREMIER WEALTH MANAGEMENT, INC. CENTRAL INDEX KEY: 0000887748 IRS NUMBER: 931084013 STATE OF INCORPORATION: NE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21576 FILM NUMBER: 22657722 BUSINESS ADDRESS: STREET 1: 131 TOWER PARK DRIVE SUITE 115 STREET 2: SUITE 615 CITY: WATERLOO STATE: IA ZIP: 50701 BUSINESS PHONE: 319-235-6561 MAIL ADDRESS: STREET 1: 131 TOWER PARK DRIVE SUITE 115 STREET 2: SUITE 615 CITY: WATERLOO STATE: IA ZIP: 50701 FORMER COMPANY: FORMER CONFORMED NAME: FSB WARNER FINANCIAL, INC. DATE OF NAME CHANGE: 20090313 FORMER COMPANY: FORMER CONFORMED NAME: FSB WARNER FINANCIAL, INC DATE OF NAME CHANGE: 20090227 FORMER COMPANY: FORMER CONFORMED NAME: WARNER GROUP, INC DATE OF NAME CHANGE: 20090204 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000887748 XXXXXXXX 06-30-2021 06-30-2021 false FSB PREMIER WEALTH MANAGEMENT, INC.

131 TOWER PARK DRIVE SUITE 115 SUITE 615 WATERLOO IA 50701

13F HOLDINGS REPORT 028-21576 N Jacob Myrvik Operations Manager 319-235-6561 Jacob Myrvik Waterloo IA 02-22-2022 0 101 195401 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COMPANY COM COM 88579Y101 838 4220 SH SOLE None 0 0 4220 ABBOTT LABORATORIES COM COM 002824100 235 2029 SH SOLE None 0 0 2029 ABBVIE INC COM COM 00287Y109 225 1997 SH SOLE None 0 0 1997 AFLAC INC COM COM 001055102 605 11282 SH SOLE None 0 0 11282 ALLIANT ENERGY CORP COM COM 018802108 364 6543 SH SOLE None 0 0 6543 ALPHABET INC COM CL C CAP STK CL C 02079K107 200 80 SH SOLE None 0 0 80 AMGEN INC COM COM 031162100 1747 7167 SH SOLE None 0 0 7167 APPLE INC COM COM 037833100 2216 16180 SH SOLE None 0 0 16180 AT T INC COM COM 00206R102 696 24206 SH SOLE None 0 0 24206 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 849 3058 SH SOLE None 0 0 3058 CASEY S GENERAL STORES INC COM COM 147528103 401 2062 SH SOLE None 0 0 2062 CATERPILLAR INC COM COM 149123101 524 2412 SH SOLE None 0 0 2412 CHEVRON CORPORATION COM COM 166764100 319 3049 SH SOLE None 0 0 3049 COCA COLA CO COM COM 191216100 658 12162 SH SOLE None 0 0 12162 COLGATE PALMOLIVE CO COM COM 194162103 396 4877 SH SOLE None 0 0 4877 CONSOLIDATED EDISON INC COM COM 209115104 310 4333 SH SOLE None 0 0 4333 CVS HEALTH CORPORATION COM COM 126650100 226 2715 SH SOLE None 0 0 2715 DEERE CO COM COM 244199105 3705 10506 SH SOLE None 0 0 10506 EXXON MOBIL CORPORATION COM COM 30231G102 1565 24812 SH SOLE None 0 0 24812 FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF FIRST TR ENH NEW 33739Q408 428 7154 SH SOLE None 0 0 7154 FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL ETF FIRST TR TA HIYL 33738D408 206 4248 SH SOLE None 0 0 4248 FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF FST LOW OPPT EFT 33739Q200 2071 40693 SH SOLE None 0 0 40693 FIRST TR EXCHANGE TRADED FD V MNGD FUTRS STRGY ETF MNGD FUTRS STRGY 33739G103 212 4367 SH SOLE None 0 0 4367 FIRST TR EXCHANGE TRADED FD VI ACTV FCTR LGCP ETF ACTV FCTR LGCP 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33737J117 234 5492 SH SOLE None 0 0 5492 FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF MANAGD MUN ETF 33739N108 7287 127224 SH SOLE None 0 0 127224 FIRST TRUST EXCHANGE TRADED FU ALT ABSLT STRG ETF ALT ABSLT STRG 33740Y101 253 8349 SH SOLE None 0 0 8349 FIRST TRUST EXCHANGE TRADED FU CAP STRENGTH ETF CAP STRENGTH ETF 33733E104 6661 88178 SH SOLE None 0 0 88178 FIRST TRUST EXCHANGE TRADED FU DJ INTERNT IDX ETF DJ INTERNT IDX 33733E302 226 924 SH SOLE None 0 0 924 FIRST TRUST EXCHANGE TRADED FU MUNI HI INCM ETF MUNI HI INCM ETF 33739P301 486 8650 SH SOLE None 0 0 8650 FIRST TRUST EXCHANGE TRADED FU PFD SECS INC ETF PFD SECS INC ETF 33739E108 492 23895 SH SOLE None 0 0 23895 FIRST TRUST EXCHANGE TRADED FU SHRT DUR MNG MUN ETF SHRT DUR MNG MUN 33739P830 1650 78932 SH SOLE None 0 0 78932 FIRST TRUST LARGE CAP VALUE AL COM SHS ETF COM SHS 33735J101 350 5338 SH SOLE None 0 0 5338 FIRST TST VALUE LI SHS ETF SHS 33734H106 6867 172669 SH SOLE None 0 0 172669 GENERAL DYNAMICS CORP COM COM 369550108 751 3992 SH SOLE None 0 0 3992 HOME DEPOT INC COM COM 437076102 1627 5105 SH SOLE None 0 0 5105 INTEL CORP COM COM 458140100 257 4578 SH SOLE None 0 0 4578 INTERNATIONAL BUS MACH CORP COM COM 459200101 218 1492 SH SOLE None 0 0 1492 ISHARES TRUST CORE S P MCP ETF CORE S&P MCP ETF 464287507 601 2238 SH SOLE None 0 0 2238 ISHARES TRUST CORE S P500 ETF CORE S&P500 ETF 464287200 1369 3185 SH SOLE None 0 0 3185 ISHARES TRUST SELECT DIVID ETF SELECT DIVID ETF 464287168 319 2740 SH SOLE None 0 0 2740 JOHNSON JOHNSON COM COM 478160104 1075 6529 SH SOLE None 0 0 6529 JP MORGAN CHASE CO COM COM 46625H100 905 5818 SH SOLE None 0 0 5818 LOWE S COMPANIES INC COM COM 548661107 248 1279 SH SOLE None 0 0 1279 MCDONALD S CORPORATION COM COM 580135101 532 2304 SH SOLE None 0 0 2304 MEDTRONIC PLC COM SHS G5960L103 721 5814 SH SOLE None 0 0 5814 META PLATFORMS INC COM CL A CL A 30303M102 212 611 SH SOLE None 0 0 611 METLIFE INC COM COM 59156R108 629 10514 SH SOLE None 0 0 10514 MICROSOFT CORP COM COM 594918104 1065 3932 SH SOLE None 0 0 3932 NEXTERA ENERGY INC COM COM 65339F101 564 7706 SH SOLE None 0 0 7706 NUVEEN MUN VALUE FUND COM COM 670928100 162 14055 SH SOLE None 0 0 14055 PEPSICO INC COM COM 713448108 445 3009 SH SOLE None 0 0 3009 PFIZER INC COM COM 717081103 410 10475 SH SOLE None 0 0 10475 PROCTER GAMBLE CO COM COM 742718109 385 2855 SH SOLE None 0 0 2855 QUALCOMM INC COM COM 747525103 328 2295 SH SOLE None 0 0 2295 SCHWAB STRATEGIC TR INTRM TRM TRES ETF INTRM TRM TRES 808524854 395 6963 SH SOLE None 0 0 6963 SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 453 8813 SH SOLE None 0 0 8813 SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF PORTFOLIO DEVLPD 78463X889 4765 129524 SH SOLE None 0 0 129524 SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF PORTFOLIO EMG MK 78463X509 2129 46809 SH SOLE None 0 0 46809 SPDR INDEX SHARES FUNDS S P INTL SMLCP ETF S&P INTL SMLCP 78463X871 747 19346 SH SOLE None 0 0 19346 SPDR PORTFLI HIGH YLD ETF PORTFLI HIGH YLD 78468R606 536 19967 SH SOLE None 0 0 19967 SPDR PORTFOLIO S P 600 SM CAP ETF PORTFOLIO S&P600 78468R853 1280 29148 SH SOLE None 0 0 29148 SPDR SERIES TRUST PORTFLI TIPS ETF PORTFLI TIPS ETF 78464A656 723 23238 SH SOLE None 0 0 23238 SPDR SERIES TRUST PORTFOLIO AGRGTE ETF PORTFOLIO AGRGTE 78464A649 5187 172849 SH SOLE None 0 0 172849 SPDR SERIES TRUST PORTFOLIO INTRMD ETF PORTFOLIO INTRMD 78464A375 4725 128750 SH SOLE None 0 0 128750 SPDR SERIES TRUST PORTFOLIO LN TSR ETF PORTFOLIO LN TSR 78464A664 523 12681 SH SOLE None 0 0 12681 SPDR SERIES TRUST PORTFOLIO S P 400 MID CAP ETF PORTFOLIO S&P400 78464A847 1027 21764 SH SOLE None 0 0 21764 SPDR SERIES TRUST PORTFOLIO S P 500 ETF PORTFOLIO S&P500 78464A854 9524 189231 SH SOLE None 0 0 189231 SPDR SERIES TRUST PORTFOLIO SHORT ETF PORTFOLIO SHORT 78464A474 715 22864 SH SOLE None 0 0 22864 SPDR SERIES TRUST SPDR BLOOMBERG EMERGING MAR BLOMBRG BRC EMRG 78464A391 511 19340 SH SOLE None 0 0 19340 SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF BLACKSTONE SENR 78467V608 555 11994 SH SOLE None 0 0 11994 STARBUCKS CORP COM COM 855244109 659 5899 SH SOLE None 0 0 5899 TEXAS INSTRUMENTS INC COM COM 882508104 730 3799 SH SOLE None 0 0 3799 TRUIST FINANCIAL CORPORATION COM COM 89832Q109 628 11315 SH SOLE None 0 0 11315 UNION PACIFIC CORP COM COM 907818108 1292 5879 SH SOLE None 0 0 5879 UNITEDHEALTH GROUP INC COM COM 91324P102 771 1927 SH SOLE None 0 0 1927 US BANCORP COM COM NEW 902973304 239 4208 SH SOLE None 0 0 4208 VANGUARD EXTEND MKT ETF EXTEND MKT ETF 922908652 3756 19918 SH SOLE None 0 0 19918 VANGUARD FTSE DEV MKT ETF FTSE DEV MKT ETF 921943858 11240 218169 SH SOLE None 0 0 218169 VANGUARD FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 3592 66153 SH SOLE None 0 0 66153 VANGUARD INT TERM CORP ETF INT-TERM CORP 92206C870 571 6014 SH SOLE None 0 0 6014 VANGUARD INTERMED TERM ETF INTERMED TERM 921937819 2261 25137 SH SOLE None 0 0 25137 VANGUARD LONG TERM BOND ETF LONG TERM BOND 921937793 2450 23782 SH SOLE None 0 0 23782 VANGUARD MTG BKD SECS ETF MORTG-BACK SEC 92206C771 2458 46069 SH SOLE None 0 0 46069 VANGUARD S P 500 ETF SHS S&P 500 ETF SHS 922908363 18113 46029 SH SOLE None 0 0 46029 VANGUARD SHORT TRM BOND ETF SHORT TRM BOND 921937827 4160 50636 SH SOLE None 0 0 50636 VANGUARD TOTAL INT BD ETF INTL BD IDX ETF 92203J407 5254 92026 SH SOLE None 0 0 92026 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 281 1264 SH SOLE None 0 0 1264 VERIZON COMMUNICATIONS COM COM 92343V104 630 11247 SH SOLE None 0 0 11247 VISA INC COM CL A COM CL A 92826C839 741 3171 SH SOLE None 0 0 3171 WALMART INC COM COM 931142103 712 5055 SH SOLE None 0 0 5055 WALT DISNEY COMPANY THE COM COM 254687106 445 2537 SH SOLE None 0 0 2537 XCEL ENERGY INC COM COM 98389B100 560 8506 SH SOLE None 0 0 8506