Where are Sweet Financial Partners employees located globally?

Sweet Financial Partners has employees across 1 continents and 1 countries including United States Of America.

How has Sweet Financial Partners's team size changed over time?

Sweet Financial Partners's team has remained stable from approximately 8 to 8 employees based on available data.

Sweet Financial Partners Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Sweet Financial Partners is a small financial services practice delivering investment advisory services through CWM, LLC, an SEC-registered adviser. It operates within Carson Partners, a nationwide network of advisers. The firm emphasizes building enduring client relationships by exploring what matters most to each individual, using thorough conversations to determine whether clients need traditional investment management or a broader, retirement-focused guidance.

Based in Fairmont, Minnesota, the company sits within the larger U.S. financial services landscape through its affiliation with CWM, LLC and Carson Partners. Its approach aims to simplify clients' lives and provide guidance that supports long-term planning beyond mere asset management. The organization appears to be a small team that operates through a broad advisor network rather than as a standalone practice.

Sweet Financial Partners Global Highlights

North America
17

United States Of America
17

Sweet Financial Partners's Leadership

N. A.
Partner
Mobile Phone
Email
O. K. C. C.
Director Of Wealth Services
Mobile Phone
Email
B. D.
Principal
Mobile Phone
Email
S. C.
Concierge Service Associate
Mobile Phone
Email

Sweet Financial Partners Employee Metrics

100%

50%

2026

2025

Banking
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Accounting
Administrative
Other

Contact profiles from Sweet Financial Partners

Name

Title

Contact

Location

Last Update

N. A.
Partner
Mobile Phone
Email
Oct 16, 2024
O. K. C. C.
Director Of Wealth Services
Mobile Phone
Email
Apr 27, 2024
B. D.
Principal
Mobile Phone
Email
Oct 17, 2024
S. C.
Concierge Service Associate
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Sweet Financial Partners known for?

Sweet Financial Partners was founded in 1979 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-507-235-****

. Explore Sweet Financial Partners's company overview page for more information.

What is Sweet Financial Partners's most common email format?

Sweet Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sweet Financial Partners email formats with LeadIQ.

How many employees does Sweet Financial Partners have currently?

Sweet Financial Partners has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Sweet Financial Partners's key employees and leadership?

As of August 2026, Sweet Financial Partners's key employees include:

Partner: N. A.
Director Of Wealth Services: O. K. C. C.
Principal: B. D.
Concierge Service Associate: S. C.

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Sweet Financial Partners Employee Directory

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