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SWEET FINANCIAL PARTNERS, LLC

FAIRMONT, MN · CRD 316739 · IAPD ↗ · 507-235-5587

$779.2MRegulatory AUM
4Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — SWEET FINANCIAL PARTNERS, LLC (FAIRMONT, MN) left the SEC roster (was $779.2M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
October 2024 — SWEET FINANCIAL PARTNERS, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.