AdvisorOS Directory
Claim Profile
TT

Ty Jason Totzke

SWEET FINANCIAL PARTNERS, LLC·FAIRMONT, Minnesota
Unclaimed Profile
1300 SOUTH PRAIRIE AVE, FAIRMONT, MN 56031CRD# 2904067Firm CRD# 316739
01

About

Ty Jason Totzke 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
View all advisors at SWEET FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2904067
Firm CRD# 316739
No disclosures on file
View on FINRA BrokerCheck →

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FAIRMONT
Bryan James Sweet — SWEET FINANCIAL PARTNERS, LLCOliver Zenk Kollofski — SWEET FINANCIAL PARTNERS, LLCTina Rae Coquyt — SWEET FINANCIAL PARTNERS, LLCBrittany Tiana Anderson — SWEET FINANCIAL PARTNERS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile