Clayton Sweet
Clayton Sweet is a registered investment advisor at Cetera Investment Advisers LLC, based in Havre, MT, with 8 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
108 1st St Ste 1, Havre, MT, 59501
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clayton is a board member of Tomorrow Come Foundation, owner of Sweet Rental Properties and Bright Little Stars, and a trip leader for Faith Chapel. He also works full-time at Sharp Financial, where he is a representative administrator and owner, and sells fixed insurance products as an independent agent.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.