Ashley Milot has been an investment adviser representative at Fiat Wealth Management since March 2022, and is not listed among the firm’s executive officers or direct owners.
Fiat Wealth Management LLC is a Wayzata, MN firm with $517M under management, 647 clients and 13 advisers across 5 offices, as of its July 2026 filing.
Ashley Milot’s longest registration was 4 years at Avantax Planning Partners, Inc. (2016–2021). Before joining Fiat Wealth Management in 2022, Ashley Milot was registered through Foundations Investment Advisors LLC and Avantax Planning Partners, Inc.
- Fiat Wealth ManagementCurrent– present · 4 yearsWayzata, MN · Adviser representative · Firm CRD 318201
- Foundations Investment Advisors LLC– · under a yearWayzata, MN · Adviser representative · Firm CRD 175083
- Avantax Planning Partners, Inc.– · 4 yearsMinnetonka, MN · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Ashley Milot is registered as an investment adviser representative in Minnesota, since March 2022.
- MinnesotaSince 16 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 April 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 April 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Ashley Marie Milot
- CRD
- 6038350
- Firm
- Fiat Wealth Management · CRD 318201
- Office
- 1905 WAYZATA BLVD, SUITE 320, Wayzata, MN 55391
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Ashley Milot work?
Ashley Milot is an investment adviser representative registered through Fiat Wealth Management LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Ashley Milot a financial advisor?
Yes. Ashley Milot has a current investment-adviser registration in Minnesota, through Fiat Wealth Management since March 2022.
How many years of experience does Ashley Milot have?
Ashley Milot has 10 years in the financial industry, since July 2016, across 3 adviser firms.
What exams has Ashley Milot passed?
Ashley Milot has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in April 2012.
Where did Ashley Milot work before Fiat Wealth Management?
Before Fiat Wealth Management, Ashley Milot was registered through Avantax Planning Partners, Inc., June 2016 to May 2021.
Where is Ashley Milot based?
Ashley Milot’s registered office is in Wayzata, MN.
Is Ashley Milot registered with FINRA?
No. Ashley Milot has no current broker registration.
How can I verify Ashley Milot’s record?
Search CRD 6038350 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Milot’s full registration record.