Kaitlin Marie Bell

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

• 11/2021 → Present
  Sweet Financial Partners, Llc
  Fairmont, MN
• 11/2016 → 03/2021
  Valero Renewable Fuels
  Welcome, MN
• 08/2016 → 11/2016
  Unemployed
  Fairmont, MN
• 03/2021 → 11/2021
  Raymond James Financial Services, Inc.
  Fairmont, MN
• 08/2021 → 11/2021
  Raymond James Financial Services Advisors, Inc.
  Fairmont, MN
• 11/2021 → 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
• 2021-08-31 → 2021-11-09
  Raymond James Financial Services Advisors, Inc
  Fairmont, MN

Other Businesses

1) 1. Sweet Financial Partners 2. Investment related 3. 1300 S. Prairie Ave., Fairmont, MN 56031 4. RIA 5. Associate Director 6. 11/2021 7. 160 hrs/mo 8. 6.5 hrs/day 9.Client Servicing

Exams

• S66 Uniform Combined State Law Examination
  2021-08-30

Other Names

• Kaitlin Marie Bloomgren