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Daniel James David Petkau

Fiat Wealth Management

Wayzata, MN

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Current Employers
Fiat Wealth Management

1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-02-22
  • MN RA
    APPROVED
    Since 2022-02-22

Branch Locations

1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hilton Garden Inn, Wausau Wausau WI 09/2018 06/2019
Forest Springs Camp & Conference Center Westboro WI 01/2016 08/2018
Thrivent Investment Management Inc Wausau WI 05/2019 09/2020
Thrivent Financial Appleton WI 06/2019 10/2019
Thrivent Financial Appleton WI 10/2019 09/2020
Foundations Investment Advisors Llc Scottsdale AZ 10/2020 Present
Fiat Wealth Management Wayzata MN 01/2022 Present
Fiat Insurance Services, Llc Wayzata MN 10/2020 Present
  • 09/2018 → 06/2019
    Hilton Garden Inn, Wausau
    Wausau, WI
  • 01/2016 → 08/2018
    Forest Springs Camp & Conference Center
    Westboro, WI
  • 05/2019 → 09/2020
    Thrivent Investment Management Inc
    Wausau, WI
  • 06/2019 → 10/2019
    Thrivent Financial
    Appleton, WI
  • 10/2019 → 09/2020
    Thrivent Financial
    Appleton, WI
  • 10/2020 → Present
    Scottsdale, AZ
  • 01/2022 → Present
    Wayzata, MN
  • 10/2020 → Present
    Fiat Insurance Services, Llc
    Wayzata, MN
Previous Registrations
Other Businesses

1.) Fiat Insurance Services, LLC; Investment Related; Wayzata, MN; Insurance Agency; Insurance Agent; Start Date 10/2020; Approximately 80 hours/month with the majority of hours devoted during securities trading hours; Insurance Sales, Servicing, and Marketing 2.) Foundations Investment Advisors LLC; Investment Related; Scottsdale, AZ; RIA; Investment Adviser Representative; Approximately 40 hours/month with the majority of hours devoted during securities trading hours 3.) Fiat Wealth Management; Investment Related; Wayzata, MN; RIA; Investment Adviser Representative; Approximately 40 hours/month with the majority of hours devoted during securities trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-18
S63 Uniform Securities Agent State Law Examination 2019-08-10
  • S65 Uniform Investment Adviser Law Examination
    2020-09-18
  • S63 Uniform Securities Agent State Law Examination
    2019-08-10
Other Names
  • Daniel Petkau

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