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1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-08-09 |
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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2015 | 07/2017 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 11/2015 | 03/2020 |
| Allianz Life Financial Services Llc | Minneapolis | MN | 08/2017 | 03/2020 |
| The Leaders Group Inc | Littleton | CO | 08/2020 | 01/2022 |
| Magellan Financial And Insurance Services | Topeka | KS | 08/2020 | 06/2022 |
| Foundation Investment Advisors | Scottsdale | AZ | 03/2020 | 06/2022 |
| Fiat Wealth Management | Wayzata | MN | 08/2022 | Present |
1.) INDEPENDENT INSURANCE AGENT - 8/31/2020 - 5915 Yucca Lane, Plymouth, MN 55446 - Insurance agent, Writing insurance for family, friends and referrals, Investment related, Insurance business, 4 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-23 |
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