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Credentials
Series 63, Series 65
Experience Industry experience
28 years
Location
Wrightsville, GA 31096
Cetera
Institution
Donnie Sweat is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has worked at Cetera since 2025 and previously spent 27 years with Avantax Investment Services, Inc. Outside of his advisory role, Sweat is involved in tax preparation and accounting through Sweat & Associates LLC and serves on the board of directors for Southeastern Technical College. He is also active in his local Rotary Club and participates in budget oversight for Sandersville First Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, corporate, charitable, and retirement plan clients nationwide. The firm offers a multi-manager investment platform with a range of discretionary and non-discretionary portfolio management options and access to third-party money managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Wrightsville, GA
8659 S. Marcus St
Wrightsville GA 31096
Advisors at this office
2
Georgia · Texas
28 years of industry experience
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2025 - Present • 1 year
Sandersville, GA
The State Life Insurance Company
2013 - Present • 13 years
Indianaplois, IN
Avantax Investment Services, Inc.
1998 - 2025 • 27 years
Wrightsville, GA
Lee and Turner, PC
1994 - Present • 32 years
Milledgeville, GA
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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