Darren Lepak is a registered investment advisor at Fiat Wealth Management, based in Wayzata, MN, with 10 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 647 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is up to 2.00% of the portfolio value. Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
1905 Wayzata Blvd, Suite 320, Wayzata, MN, 55391
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Darren is an independent insurance agent since 2020, writing insurance for family, friends, and referrals. This takes minimal time.
Employment History
Current Registrations
Fiat Wealth Management
Previous Registrations
Foundations Investment Advisors LLC
The Leaders Group, INC.Broker
Allianz Life Financial Services, LLCBroker
Questar Capital CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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