Daniel Colvin
Professional Summary
Daniel Colvin, who also goes by Daniel Edward Colvin, is a registered financial advisor currently at FIAT WEALTH MANAGEMENT located in Wayzata, Minnesota. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Daniel has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Edward Colvin
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FIAT WEALTH MANAGEMENT | PACK PRIVATE WEALTH | FIAT WEALTH MANAGEMENT LLC
Contact Information
Main Address
1905 Wayzata Blvd Suite 320, Wayzata, MN 55391Phone Number
(952) 426-9116# of Employees
18SEC notice filing (17 States and Territories)
Registered to provide investment advisory services in 17 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,257AUM (Assets Under Management)
$517,382,209Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
FIAT WEALTH MANAGEMENT | PACK PRIVATE WEALTH | FIAT WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(2/22/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed May 2019About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Colvin's CRS (Customer Relationship Summary).
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