Myah
Lytle

Sweet Financial Partners, LLC

CRD#7350895
Investment Advisor
in Fairmont, MN

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About this Advisor

Myah Lytle is a financial advisor working out of Fairmont, Minnesota who has 2 years of relevant experience. Lytle is an employee of Sweet Financial Partners, LLC. Their career trajectory has included roles at Fairmont High School, Bean Town Grill, University Of Minnesota, Bank Midwest, Raymond James Financial Services Inc, Raymond James Financial Services Advisors, Sweet Financial Partners, LLC and Purshe Kaplan Sterling Investments. Lytle has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. Sweet Financial Partners, LLC is a registered investment company headquartered in Fairmont, MN. It has a total of 16 advisors. It has $628 million in total assets between its 3,131 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 3,131 customer accounts, just 13% belong to high-net-worth clients who have at least $1 million in assets available to invest. Sweet Financial Partners, LLC performs a diverse set 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. Fees for financial management vary depending on which services are provided. Fee types billed by Sweet Financial Partners, LLC may 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

$627,582,836

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

16

MN Average: 157
Total Number of Accounts

3,131

MN Average: 8,262
Average Account Size

$200,442

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

Myah Lytle Work History

Myah 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)

Bank Midwest

2021 - 2021 (< 1 year)

Raymond James Financial Services Inc

2021 - 2021 (< 1 year)

Raymond James Financial Services Advisors

2017 - 2020 (3 years)

University Of Minnesota

2015 - 2017 (2 years)

Bean Town Grill

2011 - 2015 (4 years)

Fairmont High School

*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 Myah Lytle 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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