Advisor at Fiat Wealth Management
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Firm
Fiat Wealth Management
Location
Wayzata, MN 55391
Credentials
Series 65
Industry experience
< 1 year
Aaron Syverson is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding a Series 65 designation. He has been with Fiat Wealth Management since 2025 and has prior experience at firms including 2nd Swing, Noble Asset Management, and RBC Wealth Management. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in client assets using a model-driven advisory program and emphasizes tax-aware planning and fiduciary responsibility under ERISA.
Based on Fiat Wealth Management
Based on Fiat Wealth Management
Fixed fee of up to $5,000 for estate planning services through Wealth.com; fixed fees also for certain non-investment advisory services (business coaching, sales training, etc).
Up to 2.00% annually
Commission-based compensation earned by dually licensed insurance agents for insurance products sales; separate from advisory fees.
Hourly fees charged for pension consulting services; negotiated on a case-by-case basis.
Account minimum: $250,000 Fee-only: Fixed fee of up to $10,000 for financial planning services; fees are payable upon execution of the agreement.
1905 Wayzata Blvd, Suite 320
Wayzata, MN 55391
Minnesota
Fiat Wealth Management
2025 - Present (1 year)
Fiat Wealth Management
2025 - 2025 (1 year)
2nd Swing
2025 - 2025 (1 year)
St. John's University
2024 - 2024 (1 year)
Noble Asset Management
2024 - 2024 (1 year)
2nd Swing
2024 - 2024 (1 year)
St. John's University
2023 - 2023 (1 year)
RBC Wealth Management
2023 - 2023 (1 year)
St. John's University
2022 - 2023 (1 year)
BankVista
2022 - 2022 (1 year)
St. John's University
2021 - 2022 (1 year)
Viking Coca-Cola
2021 - 2021 (1 year)
St. John's University
2021 - 2024 (3 years)
DoorDash
2020 - 2020 (1 year)
Colorado State University
2019 - 2020 (1 year)
Tino's Cafe Pizzeria
2018 - 2019 (1 year)
Minnetonka High School
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
Series 63
Minnetrista, MN
Harrison Capital Management LLC
CFA®
Minnetonka, MN
Longship Advisers, LLC
CFP®, Series 63
Edina, MN
The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
Series 66
Eden Prairie, MN
Trustmerit Capital
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