AWARDS

Awards, Recognitions & Publications.

Sweet Financial Services, founded in 1987, is one of the largest independent practice in Southern Minnesota and Northern Iowa. As a result of his dedication to providing their clients with the ultimate client experience, Bryan Sweet, CLU®, ChFC®, MSFS, CFS, with the assistance of his team, has earned many top honors and awards.

sweet-financial-sticks-horizontal

Forbes Logo

Ranked #6 on the 2019 Forbes Best-in-State Wealth Advisor List*1 (Note: Our very own Bryan J. Sweet, ChFC®, of Sweet Financial Serviceswas the only advisor outside of the metro area to receive this recognition!)

Named to 2014-2016 Inc Magazine Top 5000 list of fastest-growing Private Companies in America*2

#1 Raymond James Financial Services Branch for the state of Minnesota 2013-2018 based on production, Member of Raymond James.

EWAS – JANUARY 2018 Bryan partnered with Randy Carver, another experienced advisor at Raymond James Financial Services, to host and facilitate the first annual Elite Wealth Advisor Symposium in Miami, FL. This “by invitation only” meeting was comprised of financial advisors from across the country, where we spoke at, and brought in other world class speakers to provide training, insight and inspiration to those in our field.

JANUARY 2018 – BRITTANY ANDERSON FEATURED IN HUFFINGTON POST While it is no longer expected that women stay home to run the household, there are new challenges that career women face. Women who choose to pursue their passions outside of the household often feel the weight of the world on their shoulders. Brittany lists 5 ways that a working woman can have it all. Brittany is creating a program that helps women with careers and families manage the juggle struggle so be on the lookout for details on that!

FEBRUARY 2018 – OPENED OUR BRAND NEW JACKSON, MN OFFICE This will allow us to better serve our clients in the 60 mile radius of Fairmont, MN.

 

MAY 2018 – FEATURED IN ADVISOR MAGAZINE: This article talked about how Bryan Sweet is more than a financial planner. He talked about his role as a “dream architect.” Bryan’s vision for clients involves diving deep into their goals, dreams and hopes for the future, and prioritizing those items. Once the dream is established, it’s quantified so clients know what they must do to make the dream a reality. The article mentions Sweet’s dream wall in the office where the team can show some of the dreams they’ve helped clients accomplish.

FEATURED IN CONNECT MAGAZINE: As an Advisor to the Advisors, Bryan walks readers through 6 ways to help keep your financial dreams on track. Bryan Sweet and his team always put an emphasis on how they can give more to their clients and to the wealth advisor community.

BRITTANY ANDERSON FEATURED IN WOMEN INC. for her work with female entrepreneurs and her passion for helping business owners get the most out of their business and their lives.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

* 1 The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Sweet Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
* 2 Chairman’s Council Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
* 3 Global Top 50 invitees selected based on 2017 fiscal year production. A total of 58 financial advisors were selected across the globe. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.