Ty Jason Totzke

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2003 → 11/2021
  Raymond James Financial Services, Inc.
  Fairmont, MN
• 11/2021 → Present
  Sweet Financial Partners, Llc
  Fairmont, MN
• 12/2013 → 11/2021
  Raymond James Financial Services Advisors, Inc.
  Fairmont, MN
• 10/2023 → 10/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2024 → Present
  Cwm, Llc
  Omaha, NE
• 10/2024 → Present
  Sweet Financial Partners, Llc
  Fairmont, MN

Previous Registrations

• 2021-11-01 → 2025-01-02
  Sweet Financial Partners, Llc
  Fairmont, MN
• 2013-12-23 → 2021-11-17
  Raymond James Financial Services Advisors, Inc
  Fairmont, MN

Other Businesses

TWIN SISTERS PROPERTIES LLC; NON-INVESTMENT RELATED; HOLDING LLC FOR RENTAL PROPERTY IN AMES, IA; NO TIME SPENT; ESTABLISHED IN 12/2022. Sweet Financial Partners LLC. At registered location. Investment Related - Yes. RIA. Investment Advisor/Partner. 5/31/2023. Full-time. All securities Hours. Wealth Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-14

Designations

• Chartered Financial Consultant