Bryan
Sweet
Sweet Financial Partners, LLC
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About this Advisor
Bryan Sweet is a chartered financial consultant working in Fairmont, Minnesota with a total of 2 years of industry experience. Sweet currently works for Sweet Financial Partners, LLC. Over the course of their career, Sweet has held roles at Raymond James Financial Services, Inc, Johnson Insurance Consultants, Raymond James Financial Services Advisors, Inc, Sweet Financial Services, Sweet Financial Partners, LLC and Purshe Kaplan Sterling Investments. Sweet holds a Series 63 license, certifying them as a securities agent, and can work in Minnesota and Texas. Sweet Financial Partners, LLC is a registered investment business operating out of Fairmont, MN. It has a total of 16 financial advisors. It controls $628 million in assets among its 3,131 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 3,131 client accounts, just 13% are associated with high-net-worth individuals who have at least $1 million in investable assets. Sweet Financial Partners, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually are based on the type of services offered. However, fees billed by Sweet Financial Partners, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sweet Financial Partners, LLC Brokerage Details
$627,582,836
16
3,131
$200,442
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bryan Sweet Work History
Bryan has been registered as a financial advisor for 2 years.*
Sweet Financial Partners, LLC
Purshe Kaplan Sterling Investments
Sweet Financial Services
Johnson Insurance Consultants
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryan Sweet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sweet Financial Partners, LLC
Fairmont, MN
Fairmont, MN
Fairmont, MN
Fairmont, MN
Fairmont, MN
Fairmont, MN
Fairmont, MN
Fairmont, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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