Timothy Monson 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.
- Fiat Wealth ManagementCurrent– present · 4 yearsOrangeville, PA · Adviser representative · Firm CRD 318201
Investment adviser representative registrations
Timothy Monson is registered as an investment adviser representative in Pennsylvania, since March 2022.
- PennsylvaniaSince 16 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Wayne Monson
- CRD
- 7515136
- Firm
- Fiat Wealth Management · CRD 318201
- Office
- Orangeville, PA
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Timothy Monson work?
Timothy Monson 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 Timothy Monson a financial advisor?
Yes. Timothy Monson has a current investment-adviser registration in Pennsylvania, through Fiat Wealth Management since March 2022.
How many years of experience does Timothy Monson have?
Timothy Monson has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Timothy Monson passed?
Timothy Monson passed the Series 65 in February 2022.
Where is Timothy Monson based?
Timothy Monson’s registered office is in Orangeville, PA.
Is Timothy Monson registered with FINRA?
No. Timothy Monson has no current broker registration.
How can I verify Timothy Monson’s record?
Search CRD 7515136 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Monson’s full registration record.