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Drew M Sweetman

Investment Adviser Representative at Element Squared Private Wealth

Minneapolis, MNCRD #5193178Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Drew M. Sweetman is an investment adviser representative with Element Squared Private Wealth in Minneapolis, MN, where they have been registered since 2020. They have worked in the securities industry since 2007 and have been registered with 3 firms, including PARK Avenue Securities LLC and Eagle Strategies LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Minnesota and Texas.

Office

60 South Sixth Street, Suite 2900
Minneapolis, MN 55402

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/9/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 10/10/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/17/2006
Series 24
General Securities Principal Examination
Passed 12/11/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Element Squared Private WealthCurrent
12/22/2020 – Minneapolis, MN
PARK Avenue Securities LLC
11/4/2019 – 12/24/2020Minnetonka, MN
Eagle Strategies LLC
10/11/2019 – 10/17/2019Edina, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. NEW YORK LIFE Insurance Company
    Apr 2010 – Oct 2019Edina, MN
  2. Nylife Securities LLC
    Apr 2010 – Oct 2019Edina, MN
  3. Eagle Strategies LLC
    Oct 2019 – Oct 2019Edina, MN
  4. Guardian LIFE Insurance Company
    Oct 2019 – Dec 2020Minnetonka, MN
  5. PARK Avenue Securities LLC
    Nov 2019 – Dec 2020Minnetonka, MN
  6. Element Squared LLC
    Dec 2020 – no end date reportedMinneapolis, MN
  7. Element Insurance LLC
    Dec 2020 – no end date reportedMinneapolis, MN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Element Squared Private Wealth

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$50,000 (waivable)
Firm's annual rate schedule by assets
  • $0 to $499,9991.70%
  • $500,000 to $999,9991.50%
  • $1,000,000 to $2,499,9991.25%
  • $2,500,000 and above1.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio analysis and comparison, retirement planning, 401(k) rollover to IRA, fee reduction on investments, and investment advisory services.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Retirement Planning401(k) RolloverIRA AccountsPortfolio AnalysisWealth ManagementInvestment AdvisoryFee Reduction

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Minneapolis, MN
SEC file number:
801-128607

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 15, 2026

View full firm profile

Other advisors at Element Squared Private Wealth

5 other advisors in the directory

View Element Squared Private Wealth firm profile

Similar advisors in Minneapolis, MN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Drew M Sweetman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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