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SWEET FINANCIAL PARTNERS, LLC
SWEET FINANCIAL PARTNERS, LLC
FAIRMONT, Minnesota
·
3 registered advisors
·
CRD# 316739
SEC# 801-122466
0
507-235-5587
01
Firm Overview
AUM
$779M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SWEET FINANCIAL PARTNERS, LLC
3 registered advisors
Bryan James Sweet
FAIRMONT, Minnesota
ChFC
CRD# 729100
Oliver Zenk Kollofski
FAIRMONT, Minnesota
CFP
CRD# 5275274
Ty Jason Totzke
FAIRMONT, Minnesota
ChFC
CRD# 2904067
05
Office Locations
FAIRMONT, Minnesota
3 advisors
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Data sourced from SEC Form ADV filings. SWEET FINANCIAL PARTNERS, LLC (CRD# 316739) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.