Sweet Financial Partners, LLC

Sweet Financial Partners, LLC (CRD# 316739) is a financial advisory firm headquartered in Fairmont, MN. They manage $779,154,624 in 3,326 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
1300 South Prairie Ave, Fairmont, MN 56031
https://www.dreamexitarchitects.com
By the Numbers
  • Total Assets Under Management
    779
    MILLION
  • Total Number of Accounts
    3,326
    ACCOUNTS
  • Average Account Value
    $234,262
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NE, NY, PA, SD, TX, WA, WI

Financial Advisors at Sweet Financial Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jacob Hartke, financial advisor Fairmont MN
Jacob L. Hartke
CRD#: 6488711
1300 South Prairie Ave, Fairmont, MN 56031

Jacob Hartke (CRD# 6488711) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 7 years of experience in the finance industry.

2
Amber Knips, financial advisor Fairmont MN
Amber M. Knips
CRD#: 5815397
1300 South Prairie Ave, Fairmont, MN 56031

Amber Knips (CRD# 5815397) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 10 years of experience in the finance industry.

3
Oliver Kollofski, financial advisor Fairmont MN
Oliver Z. Kollofski
CRD#: 5275274
1300 South Prairie Ave, Fairmont, MN 56031

Oliver Kollofski (CRD# 5275274) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 17 years of experience in the finance industry.

4
Bryan Sweet, financial advisor Fairmont MN
Bryan J. Sweet
CRD#: 729100
1300 South Prairie Ave, Fairmont, MN 56031

Bryan Sweet (CRD# 729100) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 43 years of experience in the finance industry.

5
Ty Totzke, financial advisor Fairmont MN
Ty J. Totzke
CRD#: 2904067
1300 South Prairie Ave, Fairmont, MN 56031

Ty Totzke (CRD# 2904067) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 25 years of experience in the finance industry.

6
Kaitlin Bell, financial advisor Fairmont MN
Kaitlin M. Bell
CRD#: 7350907
1300 South Prairie Ave, Fairmont, MN 56031

Kaitlin Bell (CRD# 7350907) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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