Wealth Management Services in Jackson, MN

Jackson, MN

202 Grant Street
Jackson, MN 56143

Phone: (507) 847-8990

Fax: (507) 235-5780

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(507) 235-5587

1300 S Prairie Ave

Fairmont, MN 56031

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The 2024 AdvisorHub “Advisors to Watch under $1B” ranking was announced in June 2024. Data is based on the time period of 12/31/2022 – 12/31/2023. The ranking recognizes advisors across the country for their quality of practice, professionalism, character, and community involvement. Criteria considered included: assets under management, production/revenue, team size, and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Forbes Best-in-State Wealth Advisor: Awarded to Bryan Sweet (2025). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of April 2025: 48,944 nominations received, based on thresholds – 27,586 invited to complete online survey – 20,412 telephone interviews – 4,926 in-person interviews at Advisor’s location, and 1,507 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Additional information about CWM, LLC and our advisors is also available online at https://www.adviserinfo.sec.gov or http://brokercheck.finra.org/ . You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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