Advisor at Fiat Wealth Management
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Firm
Fiat Wealth Management
Location
Wayzata, MN 55391
Credentials
Series 63, Series 65
Industry experience
6 years
Daniel Petkau is a financial advisor at Fiat Wealth Management in Wayzata, MN, with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fiat Wealth Management in 2022, he worked at Thrivent Financial and Thrivent Investment Management Inc. Petkau is also involved with Fiat Insurance Services, LLC as an insurance agent and with Foundations Investment Advisors LLC as an investment adviser representative. 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
2022 - Present (4 years)
Fiat Insurance Services, LLC
2020 - Present (6 years)
Foundations Investment Advisors LLC
2020 - Present (6 years)
Thrivent Financial
2019 - 2020 (1 year)
Thrivent Financial
2019 - 2019 (1 year)
Thrivent Investment Management Inc
2019 - 2020 (1 year)
Hilton Garden Inn, Wausau
2018 - 2019 (1 year)
Forest Springs Camp & Conference Center
2016 - 2018 (2 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
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CFP®, Series 63
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Series 65
St. Louis Park, MN
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Series 66
Eden Prairie, MN
Trustmerit Capital
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