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1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States
1905 Wayzata Blvd. Suite 320, Wayzata, MN 55391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-23 |
| MN | RA | APPROVED | 2020-10-08 |
Branch Locations
1905 Wayzata Blvd. Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-28 |
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