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Tina Rae Coquyt

SWEET FINANCIAL PARTNERS, LLC·FAIRMONT, Minnesota
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1300 SOUTH PRAIRIE AVE, FAIRMONT, MN 56031CRD# 7225081Firm CRD# 316739
01

About

Tina Rae Coquyt is a registered financial advisor based in FAIRMONT, Minnesota, affiliated with SWEET FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SWEET FINANCIAL PARTNERS, LLC
SWEET FINANCIAL PARTNERS, LLC
AUM
$779M
Regulatory assets under management
Employees
12
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7225081
Firm CRD# 316739
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tina Rae Coquyt offer?
Tina Rae Coquyt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRMONT, Minnesota for a consultation.
What are Tina Rae Coquyt's credentials?
Tina Rae Coquyt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tina Rae Coquyt located?
Tina Rae Coquyt 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 Tina Rae Coquyt charge for services?
Tina Rae Coquyt'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.
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