Financial ADVSR advisor directory · SEC adviser records
360 Financial financial advisors in Minnesota
Every SEC-registered investment adviser representative at a 360 Financial office in Minnesota, by city and A to Z.
8 registered advisors work at 360 Financial in Minnesota, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Wayzata (7). 3 list the CFP designation and 7 are also registered broker representatives.
360 Financial advisors by city in Minnesota
Every firm in Minnesota →360 Financial advisors in Minnesota, A to Z
Search by name →- Brian D. BohnsackWayzata
- Danielle R. CainElk River · Certified Financial Planner
- Grant R. DressenWayzata
- Daniel J. MahoneyWayzata · Certified Financial Planner
- Joseph L. Rapacki Jr.Wayzata · Personal Financial Specialist
- Michael A. RogersWayzata
- Michael J. UrchWayzata · Certified Financial Planner
- Thomas A. WhitnahWayzata
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Questions
How many 360 Financial financial advisors are in Minnesota?
8 investment adviser representatives are registered at 360 Financial offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.
Where in Minnesota does 360 Financial have the most advisors?
Wayzata, with 7, then Elk River (1). 360 Financial has advisors in 2 cities in Minnesota.
How do I check a 360 Financial advisor in Minnesota?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the 360 Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.