Timothy Wayne Monson

Employer firm

Fiat Wealth Management CRD 318201

$517M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 12/2021
  Hawkins Chevrolet
  Danville, PA
• 03/2022 → Present
  Fiat Wealth Management
  Wayzata, MN
• 01/2022 → 03/2022
  Fiat Wealth Management
  Wayzata, MN

Other Businesses

1.) Arsenal Detailing; Not Investment Related; 207 Main Street, Orangeville, PA 17859; Automotive Detailing; Owner/Operator; Start Date 03/2014; Approximately 20-30 hours/month with 0 hours during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-03