VETTED

CFP®, RICP®
Fiat Wealth Management
Tel: 651-299-1970 1905 Wayzata BLVD Wayzata, MN 55391
About Fiat Wealth Management
The Fiat Name In economic textbooks, the term 'fiat currency' is loosely defined as 'faith-based currency.

The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. When a parent gives a child a dollar for school, it is a vote of confidence and faith.

When an individual invests a dollar, they do so because they have faith that the underlying business will succeed. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist.

Trust is the bedrock of the work at Fiat Wealth Management.
See Disclosures

Our Team

Daniel
Daniel Colvin
SVP of Wealth Management

Born and raised in New Jersey, Daniel grew up to be a gifted hockey player. After attending West Point Military Academy, he was commissioned into the Army as a Second Lieutenant, then reaching the rank of Captain after 5 years of service.

Scott
Scott Airey
Senior Advisor

While Scott was born and raised in Montreal, he found his way to the U.S. by way of collegiate baseball at the University of Northern lowa. Scott's mission as an advisor is to help people achieve their goals and leave a legacy they can be proud of for their loved ones.

Darren
Darren Lepak
Senior Advisor

Darren has been in the financial services industry for over a decade and has been fortunate to have spent time in several areas and brings a unique perspective to his clients. He continuously brings that positive enthusiasm to the families that work with Fiat.

Mark
Mark Kline
Senior Advisor

Mark has spent the past 12 years building relationships and helping his customers in the manufacturing and construction industry keep their employees safe. He has always had a passion for finance and is thrilled to be able to turn that passion into his career.

Gayle
Gayle Ross
CDFA, Senior Advisor

Raised in a small town in northeast Indiana, Gayle's childhood was a tapestry of outdoor adventures and close-knit family bonds. From exploring the family's woods to tending to chores on the family farm, she developed a deep appreciation for the beauty of nature and the rewards of hands-on labor. These formative years instilled in her a love for the outdoors and a strong sense of connection to her surroundings---a connection that continues to shape her approach to life and business today. It is this deep-seated connection to her roots and her unwavering work ethic that continues to drive Gayle's passion for helping others achieve their financial goals.

Jamey
Jamey Guidry
Client Engagement Manager

Born and raised in Minnesota. Spent 15+ years in the electrical/energy industry and now working for Fiat, he has found his home. He loves meeting new people and enjoys connecting people to Fiat for them to find home as well!

General Information
Firm CRD#:

318201

SEC File#:

801-123255

Name of Custodial Firm:

Charles Schwab

States Willing to do Business in:

35 States; Including Minnesota, Iowa, Indiana, South Dakota, North Dakota, Wisconsin, Illinois, Montana, Washington, California, Nevada, Utah, Arizona, New Mexico, Colorado, Nebraska, Wyoming, Oklahoma, etc....

Years of Experience in Financial Services:

16

Number of Years with Current Firm:

16

Work with the following types of clients:

Individual Investors, Those Nearing or in Retirement

Advisory Services Provided:

Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts

Compliance
Registered Investment Advisor:

Yes

Registered Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships
Certifications, Accreditations & Designations:

CFP®, RICP®

Securities Licenses:

Series 65

Insurance and Annuity Licenses:

Long Term Care, Health, Annuity

Services
Investment Types:

Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Alternative Investments

Can meet clients in the following ways:

Phone, Our Office, Our Offices, Video Conference, Email

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$500,000

Compensation Methods:

Based on Assets, Flat Fee

Minimum Fee Charged for Managed Accounts:

$3,500

Minimum Fee Charged for Hourly Planning Accounts:

$3,500

Firm Information
Assets Managed by Firm:

$480,000,000

Preferred meeting methods
I provide a free initial consultation:

Yes

16 Years of Experience
Firm CRD# 318201SEC File# 801-123255Series 65
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Communities Served
35 States; Including MinnesotaIowaIndianaSouth DakotaNorth DakotaWisconsinIllinoisMontanaWashingtonCaliforniaNevadaUtahArizonaNew MexicoColoradoNebraskaWyomingOklahomaetc....
Office Hours
Monday8:00 - 17:00
Tuesday8:00 - 17:00
Wednesday8:00 - 17:00
Thursday8:00 - 17:00
Friday8:00 - 17:00
SaturdayClosed
SundayClosed
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