Daniel Colvin has been an investment adviser representative at Fiat Wealth Management since February 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.
Daniel Colvin’s longest registration is the current one, 4 years at Fiat Wealth Management since 2022. Before joining Fiat Wealth Management in 2022, Daniel Colvin was registered through Foundations Investment Advisors LLC and Mutual of Omaha Investor Services, Inc.
- Fiat Wealth ManagementCurrent– present · 4 yearsWayzata, MN · Adviser representative · Firm CRD 318201
- Foundations Investment Advisors LLC– · 2 yearsWayzata, MN · Adviser representative · Firm CRD 175083
- Mutual of Omaha Investor Services, Inc.– · 1 yearBloomington, MN · Adviser representative · Firm CRD 611
- Oneamerica Securities, Inc.– · under a yearEdina, MN · Adviser representative · Firm CRD 4173
Investment adviser representative registrations
Daniel Colvin is registered as an investment adviser representative in Minnesota, since February 2022.
- MinnesotaSince 22 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 1 July 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 16 May 2019 |
| SIE | Securities Industry Essentials Examination | 6 May 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2017 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6871092
- Firm
- Fiat Wealth Management · CRD 318201
- Office
- 1905 WAYZATA BLVD, SUITE 320, Wayzata, MN 55391
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Colvin work?
Daniel Colvin is an investment adviser representative registered through Fiat Wealth Management LLC since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Colvin a financial advisor?
Yes. Daniel Colvin has a current investment-adviser registration in Minnesota, through Fiat Wealth Management since February 2022.
How many years of experience does Daniel Colvin have?
Daniel Colvin has 8 years in the financial industry, since November 2017, across 4 adviser firms.
What exams has Daniel Colvin passed?
Daniel Colvin has passed 4 licensing exams: the Series 65, SIE, Series 6TO and Series 63. The earliest, the Series 65, was passed in November 2017.
Where did Daniel Colvin work before Fiat Wealth Management?
Before Fiat Wealth Management, Daniel Colvin was registered through Mutual of Omaha Investor Services, Inc., April 2018 to January 2020; Oneamerica Securities, Inc., November 2017 to March 2018.
Where is Daniel Colvin based?
Daniel Colvin’s registered office is in Wayzata, MN.
Is Daniel Colvin registered with FINRA?
No. Daniel Colvin has no current broker registration.
How can I verify Daniel Colvin’s record?
Search CRD 6871092 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Colvin’s full registration record.