SWEET FINANCIAL PARTNERS, LLC
Adviser information for SWEET FINANCIAL PARTNERS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Minnesota, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3,326 | $779.2M |
| Non-Discretionary | 0 | $0 |
| Total | 3,326 | $779.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,001 | $322.3M |
| HNW Individuals | 140 | $452.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $2.3M |
| State or municipal gov entities | <5 | $1.2M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $651,980 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
1300 SOUTH PRAIRIE AVEFAIRMONT
MN
United States
Monday - Friday, 8 A.M. - 5 P.M.
Tel: 507-235-5587, Fax: None
Websites
www.linkedin.com/in/lynne-burgraff-4b83a4161/
www.linkedin.com/in/miranda-tulowetzke-6693599a/
www.linkedin.com/in/tina-coquyt-csm-2a795985/
www.sweetfinancial.com
twitter.com/sweetfinancial
www.linkedin.com/company/sweet-financial-partners/
www.youtube.com/channel/ucpmxgyohdvzkfgtcuoe77xq
www.facebook.com/sweetfinancial
www.facebook.com/oliver.kollofski
meetwithsweet.com
www.facebook.com/bryan.sweet.33
www.instagram.com/francisseifried/
www.instagram.com/myah_lytle/?hl=en
www.instagram.com/swillers25/
www.instagram.com/jacob_hartke/
www.instagram.com/thebrittanyanderson/
www.instagram.com/coquyt/
www.linkedin.com/in/oliver-kollofski-cfp%c2%ae-cpwa%c2%ae-64b05b17b/
www.linkedin.com/in/amberknips/
www.linkedin.com/in/totzke
www.linkedin.com/in/myah-lytle-4b1187198/
www.linkedin.com/in/sarah-willers-3abb1517/
www.linkedin.com/in/jacob-hartke-crpc%c2%ae-86735560/
www.linkedin.com/in/brittany-anderson/
www.linkedin.com/in/callee-becker-0b8a48203/
www.linkedin.com/in/bryansweet/
www.redesigningretirement.com
www.livingyourdreamarchitectlife.com
www.dreamsarepossiblecharity.com
www.thedreamexitarchitect.com
www.dreamexitarchitect.com
www.thedreamexitarchitects.com
www.dreamexitarchitects.com
www.dreamsarepossibleday.com
www.dreamarchitect.com
Chief Compliance Officer
TINA COQUYT
CHIEF OPERATING OFFICER
1300 SOUTH PRAIRIE AVENUE
FAIRMONT
MN
United States
Tel:
507-235-5587
T***@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SWEET, BRYAN, JAMES | Individual | – | MANAGING MEMBER | 10/2021 | 25-50% |
| TOTZKE, TY, JASON | Individual | – | MANAGING MEMBER | 10/2021 | 25-50% |
| KOLLOFSKI, OLIVER, ZENK | Individual | – | MANAGING MEMBER | 10/2021 | 10-25% |
| COQUYT, TINA, RAE | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2021 | < 5% |
| ANDERSON, BRITTANY, TIANA | Individual | – | MANAGING MEMBER & PRESIDENT | 10/2021 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 2M | 24K | – |
| ABBOTT LABS | COM | 721K | 7K | – |
| ABBVIE INC | COM | 3M | 18K | – |
| AKOUSTIS TECHNOLOGIES INC | COM | 3K | 19K | – |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 376K | 5K | – |
| ALPHABET INC | CAP STK CL A | 320K | 2K | – |
| ALPHABET INC | CAP STK CL C | 4M | 21K | – |
| AMAZON COM INC | COM | 3M | 17K | – |
| AMERICAN TOWER CORP NEW | COM | 638K | 3K | – |
| AMGEN INC | COM | 3M | 9K | – |
| AMPLIFY ETF TR | BLOCKCHAIN LDR | 830K | 23K | – |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 306K | 5K | – |
| APPLE INC | COM | 8M | 40K | – |
| ARK ETF TR | AUTNMUS TECHNLGY | 468K | 8K | – |
| ARK ETF TR | GENOMIC REV ETF | 376K | 16K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 2M | 9K | – |
| AXON ENTERPRISE INC | COM | 533K | 2K | – |
| BANK AMERICA CORP | COM | 771K | 19K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 4K | – |
| BIO-TECHNE CORP | COM | 622K | 9K | – |
| BLACKSTONE INC | COM | 515K | 4K | – |
| BLOCK INC | CL A | 362K | 6K | – |
| BOEING CO | COM | 2M | 10K | – |
| BP PLC | SPONSORED ADR | 364K | 10K | – |
| BROADCOM INC | COM | 3M | 2K | – |
| CANADIAN NATL RY CO | COM | 586K | 5K | – |
| CANADIAN PACIFIC KANSAS CITY | COM | 671K | 9K | – |
| CAPITAL ONE FINL CORP | COM | 558K | 4K | – |
| CATERPILLAR INC | COM | 542K | 2K | – |
| CHEVRON CORP NEW | COM | 2M | 12K | – |
| CISCO SYS INC | COM | 2M | 47K | – |
| CITIGROUP INC | COM NEW | 1M | 18K | – |
| CNH INDL N V | SHS | 1M | 135K | – |
| COCA COLA CO | COM | 2M | 36K | – |
| COMCAST CORP NEW | CL A | 2M | 43K | – |
| COMPASS DIVERSIFIED | SH BEN INT | 285K | 13K | – |
| CONOCOPHILLIPS | COM | 3M | 22K | – |
| CORTEVA INC | COM | 683K | 13K | – |
| COSTCO WHSL CORP NEW | COM | 3M | 3K | – |
| COTERRA ENERGY INC | COM | 233K | 9K | – |
| CROWDSTRIKE HLDGS INC | CL A | 458K | 1K | – |
| CROWN CASTLE INC | COM | 352K | 4K | – |
| CVS HEALTH CORP | COM | 2M | 26K | – |
| DARLING INGREDIENTS INC | COM | 437K | 12K | – |
| DBX ETF TR | XTRACK MSCI ALL | 772K | 23K | – |
| DEERE & CO | COM | 1M | 3K | – |
| DELTA AIR LINES INC DEL | COM NEW | 1M | 27K | – |
| DIGITAL RLTY TR INC | COM | 213K | 1K | – |
| DISNEY WALT CO | COM | 894K | 9K | – |
| ELI LILLY & CO | COM | 5M | 5K | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 1M | 69K | – |
| ENPHASE ENERGY INC | COM | 349K | 4K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 1M | 41K | – |
| EXCHANGE TRADED CONCEPTS TR | ROBO GBL HLTCR | 219K | 8K | – |
| EXPEDIA GROUP INC | COM NEW | 202K | 2K | – |
| EXXON MOBIL CORP | COM | 685K | 6K | – |
| FASTENAL CO | COM | 301K | 5K | – |
| FEDEX CORP | COM | 348K | 1K | – |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 11M | 180K | – |
| FIRST TR EXCH TRD ALPHDX FD | EM SML CP ALPH | 781K | 19K | – |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 9M | 160K | – |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 319K | 6K | – |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 11M | 229K | – |
| FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 10M | 314K | – |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 22M | 394K | – |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST BUFERD | 818K | 38K | – |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 3M | 90K | – |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 377K | 9K | – |
| FIRST TR MORNINGSTAR DIVID L | SHS | 202K | 5K | – |
| FIRST TR SML CP CORE ALPHA F | COM SHS | 4M | 39K | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 200K | 5K | – |
| FORD MTR CO DEL | COM | 149K | 12K | – |
| GENERAL MTRS CO | COM | 499K | 11K | – |
| GLOBAL X FDS | ARTIFICIAL ETF | 357K | 10K | – |
| GLOBAL X FDS | GLB X MLP ENRG I | 383K | 8K | – |
| GOODYEAR TIRE & RUBR CO | COM | 231K | 20K | – |
| HILLENBRAND INC | COM | 304K | 8K | – |
| HOME DEPOT INC | COM | 3M | 9K | – |
| HONEYWELL INTL INC | COM | 442K | 2K | – |
| HORMEL FOODS CORP | COM | 1M | 46K | – |
| IAC INC | COM NEW | 422K | 9K | – |
| IHS HOLDING LIMITED | ORD SHS | 259K | 81K | – |
| IMMUNIC INC | COM | 33K | 30K | – |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 792K | 33K | – |
| INTEL CORP | COM | 847K | 27K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 543K | 3K | – |
| INTUITIVE SURGICAL INC | COM NEW | 225K | 506 | – |
| INVESCO DB MULTI-SECTOR COMM | AGRICULTURE FD | 357K | 15K | – |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 398K | 19K | – |
| INVESCO EXCHANGE TRADED FD T | SEMICONDUCTORS | 432K | 7K | – |
| ISHARES INC | CORE MSCI EMKT | 3M | 51K | – |
| ISHARES SILVER TR | ISHARES | 210K | 8K | – |
| ISHARES TR | CORE MSCI EAFE | 970K | 13K | – |
| ISHARES TR | CORE S&P MCP ETF | 3M | 53K | – |
| ISHARES TR | CORE S&P SCP ETF | 2M | 15K | – |
| ISHARES TR | CORE S&P500 ETF | 2M | 3K | – |
| ISHARES TR | DEVSMCP EXNA ETF | 545K | 10K | – |
| ISHARES TR | EXPONENTIAL TECH | 11M | 190K | – |
| ISHARES TR | GLOB HLTHCRE ETF | 302K | 3K | – |
| ISHARES TR | MORNINGSTAR GRWT | 2M | 24K | – |
| ISHARES TR | MORNINGSTAR VALU | 928K | 12K | – |
| ISHARES TR | MSCI EAFE ETF | 215K | 3K | – |
| ISHARES TR | MSCI USA MIN VOL | 2M | 25K | – |
| ISHARES TR | NATIONAL MUN ETF | 1M | 13K | – |
| ISHARES TR | NORTH AMERN NAT | 389K | 9K | – |
| ISHARES TR | RUS MD CP GR ETF | 781K | 7K | – |
| ISHARES TR | U.S. ENERGY ETF | 288K | 6K | – |
| ISHARES TR | US REGNL BKS ETF | 665K | 16K | – |
| JOHNSON & JOHNSON | COM | 2M | 16K | – |
| JPMORGAN CHASE & CO | COM | 656K | 3K | – |
| LAM RESEARCH CORP | COM | 337K | 316 | – |
| LAZARD INC | COM | 668K | 18K | – |
| LINCOLN NATL CORP IND | COM | 317K | 10K | – |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 41K | 15K | – |
| LOCKHEED MARTIN CORP | COM | 2M | 4K | – |
| LUMENTUM HLDGS INC | COM | 344K | 7K | – |
| MADRIGAL PHARMACEUTICALS INC | COM | 280K | 1K | – |
| MARRIOTT INTL INC NEW | CL A | 510K | 2K | – |
| MARSH & MCLENNAN COS INC | COM | 560K | 3K | – |
| MASTERCARD INCORPORATED | CL A | 3M | 6K | – |
| MCDONALDS CORP | COM | 3M | 12K | – |
| MERCK & CO INC | COM | 974K | 8K | – |
| META PLATFORMS INC | CL A | 2M | 4K | – |
| MGM RESORTS INTERNATIONAL | COM | 689K | 16K | – |
| MICRON TECHNOLOGY INC | COM | 256K | 2K | – |
| MICROSOFT CORP | COM | 7M | 16K | – |
| NETFLIX INC | COM | 585K | 867 | – |
| NIKE INC | CL B | 2M | 21K | – |
| NUTRIEN LTD | COM | 1M | 29K | – |
| NVIDIA CORPORATION | COM | 5M | 42K | – |
| OCCIDENTAL PETE CORP | COM | 569K | 9K | – |
| ORACLE CORP | COM | 704K | 5K | – |
| PEPSICO INC | COM | 3M | 16K | – |
| PFIZER INC | COM | 712K | 25K | – |
| PHILIP MORRIS INTL INC | COM | 347K | 3K | – |
| PROCTER AND GAMBLE CO | COM | 3M | 17K | – |
| PROLOGIS INC. | COM | 523K | 5K | – |
| QUALCOMM INC | COM | 2M | 12K | – |
| RAYMOND JAMES FINL INC | COM | 2M | 16K | – |
| RIO TINTO PLC | SPONSORED ADR | 854K | 13K | – |
| ROYAL CARIBBEAN GROUP | COM | 369K | 2K | – |
| SALESFORCE INC | COM | 245K | 953 | – |
| SCHWAB CHARLES CORP | COM | 307K | 4K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 22M | 288K | – |
| SCOTTS MIRACLE-GRO CO | CL A | 423K | 7K | – |
| SELECT SECTOR SPDR TR | ENERGY | 3M | 37K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 822K | 20K | – |
| SOLVENTUM CORP | COM SHS | 288K | 5K | – |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 4M | 48K | – |
| SPDR INDEX SHS FDS | S&P NORTH AMER | 7M | 121K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 301K | 553 | – |
| SPDR SER TR | PORTFOLIO SHORT | 8M | 275K | – |
| SPDR SER TR | S&P KENSHO NEW | 3M | 58K | – |
| STARBUCKS CORP | COM | 249K | 3K | – |
| STELLANTIS N.V | SHS | 205K | 10K | – |
| STRYKER CORPORATION | COM | 661K | 2K | – |
| TARGET CORP | COM | 235K | 2K | – |
| TESLA INC | COM | 239K | 1K | – |
| TEXAS INSTRS INC | COM | 2M | 9K | – |
| THE CIGNA GROUP | COM | 2M | 5K | – |
| TIDAL ETF TR | RPAR RISK PARI | 224K | 12K | – |
| TIDAL ETF TR | SONICSHARES GBL | 339K | 9K | – |
| TJX COS INC NEW | COM | 392K | 4K | – |
| TYSON FOODS INC | CL A | 1M | 23K | – |
| UBER TECHNOLOGIES INC | COM | 1M | 18K | – |
| UNION PAC CORP | COM | 1M | 5K | – |
| UNITED AIRLS HLDGS INC | COM | 465K | 10K | – |
| UNITED STS NAT GAS FD LP | UNIT PAR | 310K | 18K | – |
| UNITEDHEALTH GROUP INC | COM | 4M | 8K | – |
| US BANCORP DEL | US BANCORP DEL | 587K | 15K | – |
| VALERO ENERGY CORP | COM | 941K | 6K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 292K | 4K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 464K | 3K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 3M | 11K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 86M | 171K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 2M | 8K | – |
| VANGUARD INDEX FDS | VALUE ETF | 326K | 2K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 3M | 24K | – |
| VANGUARD INTL EQUITY INDEX F | VANGUARD INTL EQUITY INDEX F | 20M | 337K | – |
| VANGUARD TAX-MANAGED FDS | VANGUARD TAX-MANAGED FDS | 1M | 27K | – |
| VANGUARD WORLD FDS | INF TECH ETF | 771K | 1K | – |
| VERIZON COMMUNICATIONS INC | COM | 505K | 12K | – |
| VISA INC | COM CL A | 4M | 15K | – |
| WALMART INC | COM | 815K | 12K | – |
| WASTE MGMT INC DEL | COM | 448K | 2K | – |
| WELLS FARGO CO NEW | COM | 383K | 6K | – |
| WISDOMTREE TR | EM EX ST-OWNED | 9M | 298K | – |
| WISDOMTREE TR | US MIDCAP DIVID | 1M | 31K | – |
| WISDOMTREE TR | US QTLY DIV GRT | 3M | 38K | – |
| WISDOMTREE TR | US SMALLCAP FUND | 566K | 12K | – |
| YUM BRANDS INC | COM | 252K | 2K | – |