Lauren A. Brown

FIAT WEALTH MANAGEMENT

Eden, MN

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CRD#: 5536630

Professional summary

Lauren Ann Brown, CFP®, who also goes by Lauren Ann Aipperspach, is a registered financial advisor currently at FIAT WEALTH MANAGEMENT located in Eden, Minnesota.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Lauren has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Education Planning

Employee and Employer Plan Ben...

Estate Planning

Comprehensive Financial Planni...

Investment Planning

Insurance Planning

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Lauren Ann Aipperspach

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 7/23/2021 - 360 Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 8/18/2021 - 360 Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 7/26/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through 360 Financial, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Ann Brown's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

February 16, 2024 - Present

FIAT WEALTH MANAGEMENT

RIA

CRD#: 318201

Eden, MN

Past

August 17, 2021 - August 16, 2023

360 FINANCIAL

RIA

CRD#: 168600

WAYZATA, MN

Past

July 23, 2021 - July 28, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

WAYZATA, MN

Past

July 23, 2021 - August 28, 2023

LPL FINANCIAL LLC

CRD#: 6413

WAYZATA, MN

Past

April 8, 2016 - August 18, 2021

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

BLOOMINGTON, MN

Past

April 8, 2016 - August 18, 2021

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BLOOMINGTON, MN

Past

August 21, 2014 - April 14, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

RICHFIELD, MN

Past

November 8, 2013 - April 14, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

RICHFIELD, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIAT WEALTH MANAGEMENT

FIAT WEALTH MANAGEMENT | FIAT WEALTH MANAGEMENT LLC

CRD#: 318201 / SEC#: 801-123255

RIA

Registered Investment Advisory firm - (2/18/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(2/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/29/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2013

General Securities Representative Examination

Current Firm

FIAT WEALTH MANAGEMENT

FIAT WEALTH MANAGEMENT | FIAT WEALTH MANAGEMENT LLC

CRD#: 318201 / SEC#: 801-123255

RIA

Registered Investment Advisory firm - (2/18/2022 Approved)

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Contact information

Main Address

1905 Wayzata Blvd Suite 320, Wayzata, MN 55391

Mailing Address

Phone number

(952) 426-9116

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIAT WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts	2,014
AUM (Assets Under Management)	$ 370,627,618

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Lauren A. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Ann Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

360 FINANCIAL

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

FIAT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/29/2014

SIE

Date: 10/1/2018

Series 7

Date: 11/8/2013

Current Firm

FIAT WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIAT WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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