AdvisorOS Directory
Claim Profile
Unclaimed Profile
BS

Bryan James Sweet

SWEET FINANCIAL PARTNERS, LLC·FAIRMONT, Minnesota
SIE, Series 6, Series 7, Series 22, Series 24, Series 31, Series 52TO, Series 53, Series 63, Series 99TOChFCClean record14 years registeredSWEET FINANCIAL PARTNERS, LLC
1300 SOUTH PRAIRIE AVE, FAIRMONT, MN 56031CRD# 729100Firm CRD# 316739

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan James Sweet · FAIRMONT, MN
Registration
CRD #729100 · SWEET FINANCIAL PARTNERS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

CWM, LLC
Oct 2024 – present
SWEET FINANCIAL PARTNERS, LLC
Nov 2021 – Jan 2025
FAIRMONT, MN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jul 2012 – Nov 2021
FAIRMONT, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 24
Series 31
Series 52TO
Series 53
Series 63
Series 99TO
Registration record
First registered · July 19, 2012
Years registered · 14
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SWEET FINANCIAL PARTNERS, LLC
CRD 316739 · SEC 801-122466
AUM
$779M
Regulatory assets under management
Employees
12
3,326 client accounts
Services offered by SWEET FINANCIAL PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SWEET FINANCIAL PARTNERS, LLC →
Introduction

Speak with Bryan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bryan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FAIRMONT?

Browse all registered financial advisors in FAIRMONT, Minnesota or claim this profile if it's yours.

Browse FAIRMONT AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Bryan James Sweet offer?
Bryan James Sweet specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRMONT, Minnesota for a consultation.
What are Bryan James Sweet's credentials?
Bryan James Sweet holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Bryan James Sweet located?
Bryan James Sweet is based in FAIRMONT, Minnesota, working with SWEET FINANCIAL PARTNERS, LLC. Their office serves clients in the FAIRMONT metropolitan area and surrounding communities.
How does Bryan James Sweet charge for services?
Bryan James Sweet's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWEET FINANCIAL PARTNERS, LLC?
SWEET FINANCIAL PARTNERS, LLC has approximately 12 employees and manages $779M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SWEET FINANCIAL PARTNERS, LLC

Ty Jason Totzke
FAIRMONT, MN
ChFC
Oliver Zenk Kollofski
FAIRMONT, MN
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
City Guides
MINNEAPOLIS GuideEDINA GuideMINNETONKA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile