Tailored to Your Financial Goals
FSB’s Wealth Management advisors work with clients to build personalized investment portfolios designed with their goals in mind. Explore FSB’s investment services to discover the ideal solution for your unique needs!
FSB's Investment Services
Combining personalized advice with complex financial strategies.
Investment Management
Align your investments with your unique financial goals.
Key Benefits:
-
Customized investment plans
-
Expert guidance on stocks, bonds, mutual funds, and annuities
-
Proactive portfolio management
Wealth Accumulation
Build your wealth with strategies designed to maximize your money.
Key Benefits:
-
Customized asset growth strategies
-
Insights on new investment opportunities
-
Plans that adapt as your money grows
The Investment Process
FSB’s advisors are committed to providing a personalized approach to your investments.
1
Understanding Your Vision
FSB's advisors take time to fully understand your financial goals and vision.
2
Analytical Approach
In-depth research is conducted to uncover investment solutions that align precisely with your goals.
3
Strategic Recommendations
FSB's strategic recommendations are carefully crafted exclusively for you, based on your unique financial situation.
4
Implementation and Monitoring
FSB's advisors actively monitor your investments beyond the initial implementation to ensure your financial plan remains on track.
Investment Insights
Gain clarity and confidence in your financial future with expert insights about your investment goals.
The FSB Difference
At the heart of FSB's approach lie the foundational "A" Class Values—approachable, attentive, authentic, avid learners, and analytical. These values ensure FSB understands your unique story and applies a strategy that aligns with your goals.
FSB Wealth Management simplifies complex situations and focuses on what truly matters to you.
Meet FSB's Wealth Advisors
BJ Fleming
Financial Advisor
BJ Fleming has been with FSB Investments since 2016, bringing over 20 years of financial services experience. He provides personalized wealth management through strategic planning and client-focused investment solutions.
Ryan Norton, MBA, CFP®
Financial Advisor
Ryan Norton has been with FSB Investments since 2016 and has over a decade of experience in financial services. A Cedar Rapids native, Ryan holds an MBA from the University of Iowa. He values deep client relationships and offers personalized advice.
