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1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-02-22 |
Branch Locations
1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Financial | St. Louis Park | MN | 11/2010 | 12/2019 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 01/2020 | Present |
| Capital Asset Advisory Services, Llc | Wayzata | MN | 03/2017 | 12/2019 |
| Fiat Wealth Management | Wayzata | MN | 01/2022 | Present |
| Fiat Wealth Management | Wayzata | MN | 05/2019 | Present |
| Fiat Insurance Serivces, Llc | Wayzata | MN | 05/2019 | Present |
1.) Fiat Insurance Services, LLC; Investment Related; Wayzata, MN; Insurance Agency; Insurance Agent; Start Date 05/2019; Approximately 80 hours/month with the majority of hours devoted during securities trading hours; Insurance Sales, Servicing, and Marketing 2.) Foundations Investment Advisors LLC; Investment Related; Scottsdale, AZ; RIA; Investment Adviser Representative; Start Date 01/2020; Approximately 40 hours/month with the majority of hours devoted during securities trading hours 3.) Fiat Wealth Management; Investment Related; Wayzata, MN; RIA; CEO/Investment Adviser Representative; Start Date 05/2019; Approximately 40 hours/month with the majority of hours devoted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-09 |
| S66 | Uniform Combined State Law Examination | 2006-10-24 |
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