Drew M Sweetman
Professional Summary
Drew M Sweetman, who also goes by Drew Michael Sweetman, Drew Sweetman, is a registered financial advisor currently at ELEMENT SQUARED PRIVATE WEALTH located in Minneapolis, Minnesota. Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Drew has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Drew Michael Sweetman, Drew Sweetman
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
ELEMENT SQUARED LLC | ELEMENT2 | ELEMENT SQUARED PRIVATE WEALTH
Contact Information
Main Address
60 South Sixth Street Suite 2900, Minneapolis, MN 55402Phone Number
(612) 325-5920# of Employees
7SEC notice filing (30 States and Territories)
Registered to provide investment advisory services in 30 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
478AUM (Assets Under Management)
$203,482,682Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ELEMENT SQUARED LLC | ELEMENT2 | ELEMENT SQUARED PRIVATE WEALTH
State Registrations and Notice Filings
(12/22/2020)
(9/3/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Drew M Sweetman's CRS (Customer Relationship Summary).
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