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Ty Jason Totzke

SWEET FINANCIAL PARTNERS, LLC·FAIRMONT, Minnesota
SIE, Series 7, Series 24, Series 63ChFCClean record12 years registeredSWEET FINANCIAL PARTNERS, LLC
1300 SOUTH PRAIRIE AVE, FAIRMONT, MN 56031CRD# 2904067Firm CRD# 316739

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ty Jason Totzke · FAIRMONT, MN
Registration
CRD #2904067 · SWEET FINANCIAL PARTNERS, LLC · 12 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
Dec 2013 – Nov 2021
FAIRMONT, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · December 23, 2013
Years registered · 12
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

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05

Frequently Asked Questions

What services does Ty Jason Totzke offer?
Ty Jason Totzke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRMONT, Minnesota for a consultation.
What are Ty Jason Totzke's credentials?
Ty Jason Totzke holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Ty Jason Totzke located?
Ty Jason Totzke 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 Ty Jason Totzke charge for services?
Ty Jason Totzke'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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Other Advisors at SWEET FINANCIAL PARTNERS, LLC

Bryan James Sweet
FAIRMONT, MN
ChFC
Oliver Zenk Kollofski
FAIRMONT, MN
CFP

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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)
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Research
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