Darren
Lepak
Fiat Wealth Management
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About this Advisor
Darren Lepak is a financial advisor operating in Wayzata, Minnesota, with a total of 1 year of industry experience. Lepak is an employee of Fiat Wealth Management. Lepak has gained experience at Minnesota State University Mankato, Gander Mountain, Msu Reporter, Northwestern Mutual Life Insurance Co, Northwestern Mutual Investment Services, LLC, Questar Capital Corporation, Allianz Life Insurance Company Of North America, Allianz Life Financial Services LLC, The Leaders Group Inc, Magellan Financial And Insurance Services, Foundation Investment Advisors and Fiat Wealth Management. Lepak holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota. Fiat Wealth Management is a business headquartered in Wayzata, MN. The firm has offices in two locations and a total of 14 financial advisors. It manages $133 million in assets under management across its 1,335 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 1,335 accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Fiat Wealth Management offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on the financial services provided. Fee types billed by Fiat Wealth Management can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiat Wealth Management Brokerage Details
$133,444,496
14
1,335
$99,958
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Darren Lepak Work History
Darren has been registered as a financial advisor for 1 years.*
Fiat Wealth Management
The Leaders Group Inc
Magellan Financial And Insurance Services
Foundation Investment Advisors
Allianz Life Financial Services LLC
Questar Capital Corporation
Allianz Life Insurance Company Of North America
Northwestern Mutual Life Insurance Co
Northwestern Mutual Investment Services, LLC
Msu Reporter
Gander Mountain
Minnesota State University Mankato
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Darren Lepak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiat Wealth Management
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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