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1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-09-07 |
Branch Locations
1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States
Polk City, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiat Wealth Management | Wayzata | MN | 09/2022 | Present |
| Cintas | Grimes | IA | 04/2010 | 08/2022 |
| Fiat Insurance Services, Llc | Wayzata | MN | 09/2022 | Present |
1.) Fiat Insurance Services, LLC; Investment Related; Wayzata, MN; Insurance Agent, Insurance Agent, Start Date 09/2022; Approx. 80 hours/month with majority of hours devoted during securities trading hours; Insurance sales, servicing, and marketing. 2.) Fiat Wealth Management; Investment Related; Wayzata, MN; RIA; Investment Adviser Representative; Start Date 09/2022; Approx. 80 hours/month with majority of hours devoted during securities trading hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-11 |
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