Scott Airey, financial advisor Wayzata MN

Scott Airey

CRD Number: 6634716
Current Firm: Fiat Wealth Management

Scott Airey (CRD# 6634716) is an Investment Advisor Representative working at Fiat Wealth Management in Wayzata, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fiat Wealth Management Wayzata, MN Jan 2022 - Current 2
Foundations Investment Advisors LLC Scottsdale, AZ Jan 2020 - Current 4
Fiat Insurance Services, LLC Wayzata, MN Jan 2020 - Current 4
Mutual Of Omaha Investor Services Bloomington, MN Mar 2017 - Jan 2020 2
Mutual Of Omaha Investor Services Bloomington, MN Apr 2016 - Jan 2020 3
Mutual Of Omaha Insurance Company Bloomington, MN Sep 2015 - Jan 2020 4
Velocity Sports Performance Champin, MN May 2014 - Feb 2016 1
Athlos Leadership Academy Brooklyn Park, MN Aug 2014 - Jan 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for Scott D. Airey
Phone Number: 952-426-9116
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    255
    MILLIONS
  • Total Number of Accounts
    1,680
    ACCOUNTS
  • Average Account Value
    $151,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, IA, IL, IN, MN, NJ, PA, WI

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