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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 2026-06-09
TX RA APPROVED 2026-06-09
  • MN RA
    APPROVED
    Since 2026-06-09
  • TX RA
    APPROVED
    Since 2026-06-09

Branch Locations

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

Pack Private Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-23
MN RA APPROVED 2020-10-08
  • TX RA
    APPROVED
    Since 2021-02-23
  • MN RA
    APPROVED
    Since 2020-10-08

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
Rbc Capital Markets Corporation Minnetonka MN 03/2008 10/2020
Fiat Wealth Management Wayzata MN 06/2026 Present
Pack Private Wealth, Llc Wayzata MN 10/2020 Present
Previous Registrations
Other Businesses

1. Lifespark; Inv-related: No; Located at 5320 W 23rd St Suite, 130, St. Louis Park, MN. 55416; Senior Care Provider; Consultant; Starting 5/2/2022; Approximately 5 hrs/month. Duties: Working with the CEO to facilitate business expansion opportunities. 2. Red Barn Holdings LLC; Inv-related: No; Located at 1905 Wayzata Blvd E, #320, Wayzata, MN 55391; LLC Owned by a trust; Trustee; Starting 04/28/2024; Less than 1 hr/month; Duties: Receive mail for the trust 3. PACK Private Capital LLC; Inv-related: Yes; Located at 5320 W 23rd St Suite, 130, St. Louis Park, MN. 55416; holding company for private business investments; Executive Chairman; Starting 3/1/2021; Appx 40 hours/month; Duties: Sourcing investment opportunities, due diligence, partner communication. 4. MKTA 55+ Developer, LLC; Inv-related: Yes; Located at 607 North Washington Avenue #100 Minneapolis, Minnesota 55401; Nature: Management entity for holding company created for private business investments; Advisory Board Member; Starting 9/27/2024; Approximately 5% of time per month; Duties: Serve on a 5 person advisory board. 5. Insurance; Inv-related: Yes; Same Location; commissionable insurance business in an independent capacity; Appx 5% of time per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-28
  • S66 Uniform Combined State Law Examination
    2007-11-28

View on SEC IAPD

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