Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan James Sweet is a financial advisor with over 40 years of experience in the industry. Bryan is a registered representative and investment advisor representative for CWM, LLC. Bryan has also previously worked for several other firms, including Raymond James Financial Services, Inc. and Manequity, Inc. Bryan currently serves as a wealth advisor for Sweet Financial Partners, LLC. Bryan holds a variety of industry licenses and designations. Bryan is known for providing financial advice for clients who need a variety of services, including financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
NE
10/07/2024 - Present
CWM, LLC (OMAHA NE)
MN
02/16/1989 - 11/17/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (FAIRMONT MN)
MA
12/15/1986 - 02/22/1989
MANEQUITY, INC. (BOSTON MA)
NA
11/21/1983 - 12/15/1986
CHUBB SECURITIES CORPORATION
NA
12/09/1982 - 12/05/1983
AMERICAN UNITED LIFE INSURANCE COMPANY
NA
04/20/1981 - 11/24/1982
EQUITY SERVICES, INC.
BC
Issued 01/19/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/17/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/17/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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