Sweet Financial Partners, LLC

Investment Advisor
in Fairmont, MN

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About this Advisor

Kaitlin Bell is a financial advisor based in Fairmont, Minnesota with a total of 2 years of relevant experience. Bell is an employee of Sweet Financial Partners, LLC. Throughout their career, they have worked at Sweet Financial Partners, LLC, Valero Renewable Fuels, Fairmont Foods, Outback Steakhouse, Pioneer Hi-Bred International, University Of Wisconsin- Eau Claire, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc and Purshe Kaplan Sterling Investments. Bell maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Minnesota. Sweet Financial Partners, LLC is a business that has its headquarters in Fairmont, MN. The investment advisory business has a total of 16 financial advisors. It has $628 million in total assets across its 3,131 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 3,131 accounts, just 13% are associated with high-net-worth clients who have more than $1 million in assets. Sweet Financial Partners, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which services are provided. Fees charged by Sweet Financial Partners, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1300 South Prairie Ave
Fairmont, MN 56031

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Sweet Financial Partners, LLC Brokerage Details

Total Assets Under Management


MN Average: $5,289,111,388
Total Number of Employees


MN Average: 157
Total Number of Accounts


MN Average: 8,262
Average Account Size


MN Average: $640,173

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

Kaitlin Bell Work History

Kaitlin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sweet Financial Partners, LLC

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2021 - 2021 (< 1 year)

Raymond James Financial Services, Inc

2021 - 2021 (< 1 year)

Raymond James Financial Services Advisors, Inc

2016 - 2021 (5 years)

Valero Renewable Fuels

2016 - 2016 (< 1 year)

Fairmont Foods

2013 - 2015 (2 years)

Outback Steakhouse

2013 - 2013 (< 1 year)

Pioneer Hi-Bred International

2012 - 2013 (1 year)

University Of Wisconsin- Eau Claire

2009 - 2013 (4 years)

University Of Wisconsin- Eau Claire

*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.


Please visit the SEC profile of Kaitlin Bell 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

Amber Knips
Fairmont, MN
Myah Lytle
Fairmont, MN
Jacob Hartke
Fairmont, MN
Kaitlin Bell
Fairmont, MN
Oliver Kollofski
Fairmont, MN
Ty Totzke
Fairmont, MN
Lynne Burgraff
Fairmont, MN
Bryan Sweet
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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