Daniel Petkau (CRD# 7080176) is an Investment Advisor Representative working at Fiat Wealth Management in Wayzata, MN and has over 4 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiat Wealth Management | Wayzata, MN | Jan 2022 - Current | 2 |
| Foundations Investment Advisors LLC | Scottsdale, AZ | Oct 2020 - Current | 3 |
| Fiat Insurance Services, LLC | Wayzata, MN | Oct 2020 - Current | 3 |
| Thrivent Financial | Appleton, WI | Oct 2019 - Sep 2020 | < 1 |
| Thrivent Investment Management Inc. | Wausau, WI | May 2019 - Sep 2020 | 1 |
| Thrivent Financial | Appleton, WI | Jun 2019 - Oct 2019 | < 1 |
| Hilton Garden Inn, Wausau | Wausau, WI | Sep 2018 - Jun 2019 | < 1 |
| Forest Springs Camp & Conference Center | Westboro, WI | Jan 2016 - Aug 2018 | 2 |
| Kj Walk Inc. | Savage, MN | Apr 2015 - Nov 2015 | < 1 |
| Caribou Coffee | Roseville, MN | Feb 2015 - Apr 2015 | < 1 |
| School | Roseville, MN | Aug 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- MN
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts1,680ACCOUNTS
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Average Account Value$151,543
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, IA, IL, IN, MN, NJ, PA, WI
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