Stephanie M Holding
Investment adviser representative at Fsb Premier Wealth Management, Inc.
10 yearsExperience
5 statesRegistered in
$431.7MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Farmers State BankSep 2023 to now
- Fsb Premier Wealth Management, Inc.Sep 2023 to now
- Ameriprise Financial Services, Inc.Mar 2016 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 5 states (AZ, CO, FL, IA, MN).
Fsb Premier Wealth Management, Inc.
$431.7MAssets managed
934Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6628255
- Firm CRD
- 15898