Advisor at Ministry Partners Securities, LLC
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Firm
Ministry Partners Securities, LLC
Location
Yulee, FL
Credentials
Series 63, Series 65
Industry experience
16 years
Brian Sweeney is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with several firms including BG Worldwide Securities Inc., Honey Badger Investment Securities, LLC, and Cadaret, Grant & Co., Inc. In addition to his advisory roles, Sweeney provides compliance consulting services to multiple FINRA member firms and registered investment advisors and is also an attorney offering legal services including securities representation and pro bono work. He is involved in business consulting and intellectual property development as an author and speaker. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations, incorporating clients’ religious or ethical values into financial planning and investment recommendations. The firm provides comprehensive planning and acts as a referral source to third-party asset managers while offering brokerage and insurance products through its broker-dealer activities.
Based on Ministry Partners Securities, LLC
Based on Ministry Partners Securities, LLC
Financial planning fees range from $400 to $1,600 depending on plan type.
$0 - $49,999: 1.90% $50,000 - $99,999: 1.75% $100,000 - $249,999: 1.65% $250,000 - $499,999: 1.65% $500,000 - $749,999: 1.65% $750,000 - $999,999: 1.60% $1,000,000+: up to 2.20% (varies by program and account)
Commissions may be received from insurance products sold through representatives acting as insurance agents.
Hourly consultation fee of $165 per hour.
Account minimum: $25,000 (minimum client deposit; $50,000 recommended) Fee-only: Financial planning fees from $400 to $1,600 depending on plan complexity; annual review fees from $100 to $400; hourly consulting fee $165/hour.
Yulee, FL
Illinois
BG Worldwide Securities Inc.
2024 - Present (2 years)
Honey Badger Investment Securities, LLC
2024 - Present (2 years)
Cadaret, Grant & Co., Inc.
2023 - 2024 (1 year)
Plato's Philosophy
2022 - 2023 (1 year)
Opal Securities, Inc.
2022 - Present (4 years)
Ministry Partners Securities, LLC
2022 - Present (4 years)
Ebisu Securities Inc.
2022 - 2025 (3 years)
RND Compliance
2022 - Present (4 years)
Thurston Springer Advisors
2020 - 2022 (2 years)
Thurston Springer Miller Herd & Titak, Inc.
2017 - 2022 (5 years)
David A. Noyes & Company
2016 - 2016 (1 year)
Law Office of Brian P. Sweeney
2014 - Present (12 years)
CapConnect+
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Yulee, FL
Advanced Financial Strategists Inc
Series 63, Series 66
Fernandina Beach, FL
TBCPA, Inc.
Series 63
Amelia Island, FL
Hall Capital Management Company, Inc.
Series 63, Series 65
Fernandina Beach, FL
The Commonwealth Group LLC
Series 63, Series 65
Saint Marys, GA
Thayer Partners LLC
CFP®, Series 63, Series 66
Fernandina Beach, FL
Ullmann Wealth Partners
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