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Financial ADVSR advisor directory · SEC adviser records

360 Financial financial advisors in Wayzata, MN

Every SEC-registered investment adviser representative at a 360 Financial office in Wayzata, A to Z.

7 registered advisors work at 360 Financial in Wayzata, out of 8 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.

360 Financial advisors in Wayzata, A to Z

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360 Financial advisors in every city and state →360 Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

360 Financial advisors in other cities

Elk River, MN 1

Other firms in Wayzata

All Wayzata advisors →

Morgan Stanley 71RBC Capital Markets, LLC 71Merrill Lynch, Pierce, Fenner & Smith Incorporated 57UBS Financial Services Inc. 40Wells Fargo Clearing Services, LLC 34Wells Fargo Advisors Financial Network, LLC 24Fiat Wealth Management 13Ameriprise Financial Services, LLC 12Charles Schwab & Co., Inc. 10Edward Jones 7Cetera Investment Advisers LLC 6LPL Financial LLC 6

Questions

How many financial advisors does 360 Financial have in Wayzata?

7 investment adviser representatives are registered at 360 Financial offices in Wayzata, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.

Is 360 Financial one of the largest advisor employers in Wayzata?

360 Financial ranks number 10 in Wayzata by registered advisors; Morgan Stanley has the most, with 71.

How do I check a 360 Financial advisor in Wayzata?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.