Sweet Financial Partners, LLC
Sweet Financial Partners, LLC (CRD# 316739) is a financial advisory firm headquartered in Fairmont, MN. They manage $779,154,624 in 3,326 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management779MILLION
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Total Number of Accounts3,326ACCOUNTS
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Average Account Value$234,262
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NE, NY, PA, SD, TX, WA, WI
Jacob Hartke (CRD# 6488711) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 7 years of experience in the finance industry.
Amber Knips (CRD# 5815397) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 10 years of experience in the finance industry.
Oliver Kollofski (CRD# 5275274) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 17 years of experience in the finance industry.
Bryan Sweet (CRD# 729100) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 43 years of experience in the finance industry.
Ty Totzke (CRD# 2904067) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 25 years of experience in the finance industry.
Kaitlin Bell (CRD# 7350907) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 2 years of experience in the finance industry.