Advisor at Fiat Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fiat Wealth Management
Location
Wayzata, MN 55391
Credentials
Series 63, Series 65
Industry experience
10 years
Darren Lepak is a financial advisor at Fiat Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Allianz Life Financial Services and Questar Capital Corporation. Outside of his advisory role, he is an independent insurance agent providing services to family, friends, and referrals. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $370 million in assets. The firm offers financial planning, discretionary portfolio management, and pension consulting with a focus on tax-aware strategies and client-specific asset allocation.
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)
Magellan Financial and Insurance Services
2020 - 2022 (2 years)
The Leaders Group Inc
2020 - 2022 (2 years)
Foundation Investment Advisors
2020 - 2022 (2 years)
Allianz Life Financial Services LLC
2017 - 2020 (3 years)
Questar Capital Corporation
2015 - 2017 (2 years)
Allianz Life Insurance Company of North America
2015 - 2020 (5 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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