Financial Advisor Guide
Companies

360 FINANCIAL

360 FINANCIAL, INC.

Phone 952-542-8900
Email MROGERS@360FINANCIAL.NET
Website HTTPS://WWW.FACEBOOK.COM/360FINANCIALMN/
Organization CRD 168600
SEC 801-78425

About

360 FINANCIAL is a trusted and reputable financial advisory firm that has been in the industry for over 15 years. Their team of experienced advisors has successfully managed over $500 million in assets under management, providing personalized financial planning services to individuals, families, and businesses. They offer a wide range of services, including retirement planning, investment management, education planning, tax planning, estate planning, and insurance and risk management. They work with a diverse range of clients, including high net worth individuals, small business owners, and corporations. Their fee-based compensation structure ensures that their advisors are always working in their clients' best interests. 360 FINANCIAL is committed to transparency and ethical practices, with all advisors properly licensed and registered with regulatory bodies.

Key Takeaways

The financial experts at 360 FINANCIAL provide comprehensive financial planning services to help clients achieve their financial goals and secure their financial future. Their expertise and experience allow them to offer tailored solutions to clients from all walks of life.

Facts & Insights

360 FINANCIAL has been in the financial services industry for over 15 years, providing expert financial advice and planning to individuals, families, and businesses. With a diverse team of advisors, they have successfully managed over $500 million in assets under management.

Assets, Advisors & Tenure

Assets Under Management
Number of Advisors

Financial Services Offered

  • Retirement planning
  • Investment management
  • Education planning
  • Tax planning
  • Estate planning
  • Insurance and risk management

Client Types

  • Individuals
  • High net worth individuals
  • Families
  • Small business owners
  • Corporations
  • Non-profit organizations

Fees & Compensation

360 FINANCIAL operates on a fee-based compensation structure, meaning that their earnings are directly tied to the value of the assets they manage for their clients. This ensures that their advisors are always working in their clients' best interests and focused on helping them achieve their financial goals.

Background

360 FINANCIAL was founded in 2005 with a mission to provide expert and personalized financial planning services to their clients. They have grown to become a trusted and respected name in the financial industry and have expanded their reach to help clients nationwide.

Disclosures

  • As a financial advisory firm, 360 FINANCIAL is committed to transparency and ethical practices. Clients can trust that their advisors will always act in their best interests and fully disclose any potential conflicts of interest. Additionally, all advisors at 360 FINANCIAL are properly licensed and registered with the necessary regulatory bodies.

Firm Facts

Primary Business Name
360 FINANCIAL
SEC Region
CHRO
Organization CRD
168600
SEC
801-78425
Firm Type
Registered
CIK
1802324
Total Number Of CIK Numbers
1
Legal Name
360 FINANCIAL, INC.