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Jason David Lennartson

Fiat Wealth Management

Wayzata, MN

Pack Private Wealth, LLC

Wayzata, MN

CRD 6733499

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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:

Current Employers
Fiat Wealth Management

1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-09
TX RA APPROVED 2026-06-09
  • MN RA
    APPROVED
    Since 2026-06-09
  • TX RA
    APPROVED
    Since 2026-06-09

Branch Locations

1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States

Pack Private Wealth, Llc

1905 Wayzata Blvd. Suite 320, Wayzata, MN 55391 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-10-08
  • MN RA
    APPROVED
    Since 2020-10-08

Branch Locations

1905 Wayzata Blvd. Suite 320, Wayzata, MN 55391 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fiat Wealth Management Wayzata MN 06/2026 Present
Rbc Capital Markets, Llc Minnetonka MN 11/2016 10/2020
Riverbridge Partners Minneapolis MN 11/2015 11/2016
Pack Private Wealth, Llc Wayzata MN 10/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-09
  • S66 Uniform Combined State Law Examination
    2017-06-09
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
LARSON FINANCIAL GROUP, LLC
EDWARD JONES

Nearby Investors

JOSEPH ANTHONY DELMONICO
GREGORY CHARLES RIELAND
BRIAN JEROME WARPINSKI

Nearby Offices

MORGAN STANLEY · Wayzata, MN
LARSON FINANCIAL GROUP, LLC · Wayzata, MN
EDWARD JONES · Wayzata, MN

More in Wayzata, MN

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