Mark Kline has been an investment adviser representative at Fiat Wealth Management since September 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.
- Fiat Wealth ManagementCurrent– present · 4 yearsPolk City, IA · Adviser representative · Firm CRD 318201
Investment adviser representative registrations
Mark Kline is registered as an investment adviser representative in Iowa, since September 2022.
- IowaSince 7 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Andrew Kline
- CRD
- 7628919
- Firm
- Fiat Wealth Management · CRD 318201
- Office
- Polk City, IA
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Kline work?
Mark Kline is an investment adviser representative registered through Fiat Wealth Management LLC since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Mark Kline a financial advisor?
Yes. Mark Kline has a current investment-adviser registration in Iowa, through Fiat Wealth Management since September 2022.
How many years of experience does Mark Kline have?
Mark Kline has 4 years in the financial industry, since September 2022, across 1 adviser firm.
What exams has Mark Kline passed?
Mark Kline passed the Series 65 in July 2022.
Where is Mark Kline based?
Mark Kline’s registered office is in Polk City, IA.
Is Mark Kline registered with FINRA?
No. Mark Kline has no current broker registration.
How can I verify Mark Kline’s record?
Search CRD 7628919 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Kline’s full registration record.