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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.

Find Sweet Financial Partners employees' phone numbers or email addresses

Sweet Financial Partners Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Sweet Financial Partners's Leadership

  • Partner at Sweet Financial Partners
    N. A.
    Partner
    Mobile Phone
  • Director Of Wealth Services at Sweet Financial Partners
    O. K. C. C.
    Director Of Wealth Services
    Mobile Phone
  • Principal at Sweet Financial Partners
    B. D.
    Principal
    Mobile Phone
  • Concierge Service Associate at Sweet Financial Partners
    S. C.
    Concierge Service Associate
    Mobile Phone

Sweet Financial Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entertainment
  • Film & Video
  • Other

Contact profiles from Sweet Financial Partners

Name
Title
Contact
Location
Last Update
  • Partner at Sweet Financial Partners
    N. A.
    Partner
    Mobile Phone
    Oct 16, 2024
  • Director Of Wealth Services at Sweet Financial Partners
    O. K. C. C.
    Director Of Wealth Services
    Mobile Phone
    Apr 27, 2024
  • Principal at Sweet Financial Partners
    B. D.
    Principal
    Mobile Phone
    Oct 17, 2024
  • Concierge Service Associate at Sweet Financial Partners
    S. C.
    Concierge Service Associate
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Sweet Financial Partners known for?

Minus sign iconPlus sign iconSweet Financial Partners was founded in 1979 and operates in the Financial Services industry. You can contact Sweet Financial Partners's 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?

Minus sign iconPlus sign iconSweet Financial Partners employees' email format typically follows the pattern of First@sweetfinancial.com. 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?

Minus sign iconPlus sign iconSweet Financial Partners has approximately 9 employees as of September 2026. These team members are located across 1 continents, including North America.

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

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As of September 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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