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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army | Colorado Springs | CO | 06/2012 | 05/2017 |
| American United Life | Edina | MN | 06/2017 | 03/2018 |
| Oneamerica Securities | Edina | MN | 11/2017 | 03/2018 |
| Mutual Of Omaha Insurance Company | Bloomington | MN | 03/2018 | 01/2020 |
| Mutual Of Omaha Investor Services | Bloomington | MN | 04/2018 | 01/2020 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 01/2020 | 06/2022 |
| Fiat Wealth Management | Wayzata | MN | 01/2022 | Present |
| Fiat Insurance Services, Llc | Wayzata | MN | 01/2020 | Present |
1.) Fiat Insurance Services, LLC; Investment Related; Wayzata, MN; Insurance Agency; Insurance Agent; Start Date 01/2020; Approximately 80 hours/month with the majority of hours devoted during securities trading hours; Insurance Sales and Servicing 2.) Fiat Wealth Management; Investment Related; Wayzata, MN; RIA; Investment Adviser Representative; Start Date 01/2022; Approximately 40 hours/month with the majority of hours devoted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-01 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-14 |
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