HISTORY

We have a long-standing commitment to our clients.

The team at Sweet Financial brings local, personalized and comprehensive financial planning, wealth management and investment services to the southern Minnesota and northern Iowa regions, along with clients in 31 other states. Our client-first mindset means we strive to always be transparent in everything we say and do.

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A strong history of serving our clients.

  • 1979 – Bryan Sweet started his financial services career
  • 1987 – Bryan Sweet founded Sweet Financial Services in Fairmont, Minnesota
  • 1989 – Developed an alliance with Raymond James Financial Services
  • 1995 –  A basic 401(k) platform is offered through the team at Sweet Financial
  • 2004 – A more comprehensive 401(k) platform is offered for businesses
  • 2008 – Sweet Financial Team began offering the current Wealth Management System to clients
  • 2011 – Bryan Sweet created The Dream Architect™ program
  • 2013 – The Client Review Scorecard was introduced
  • 2013 – Sweet Financial created the SmarterWomen program; now known as Women Forward
  • 2014 – Decision Center became part of our Wealth Management System
  • 2015 – Goal Planner became part of our Wealth Management System
  • 2015 – Sweet Financial hired our first Intern!
  • 2016 – SmarterWomen was renamed to Women Forward
  • 2016 – Sweet Financial created the Smarter Business program
  • 2018 – Bryan Sweet was ranked #5 on the 2018 Forbes Best-in-State Wealth Advisor List*

 Have questions? Want to know more?

Visit our FAQs to find answers to your questions.

*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.

Raymond James is not affiliated with Women Forward and/or Smarter Business.