360 Financial

360 Financial (CRD# 168600) is a financial advisory firm headquartered in Wayzata, MN. They manage $475,415,237 in 1,771 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    475
    MILLION
  • Total Number of Accounts
    1,771
    ACCOUNTS
  • Average Account Value
    $268,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, IL, LA, MA, MN, NE, NY, OR, TX, WI

Financial Advisors at 360 Financial
Showing 1 - 5 of 5 top financial advisors.
1
Daniel J. Mahoney
CRD#: 1342820
849 Lake Street East, Wayzata, MN 55391

Daniel Mahoney (CRD# 1342820) is an Investment Advisor Representative working at 360 Financial in Wayzata, MN and has over 39 years of experience in the finance industry.

2
Joseph L. Rapacki
CRD#: 2940613
849 Lake Street East, Wayzata, MN 55391

Joseph Rapacki (CRD# 2940613) is an Investment Advisor Representative working at 360 Financial in Wayzata, MN and has over 26 years of experience in the finance industry.

3
Jeffrey L. Thompson
CRD#: 1707292
849 Lake Street East, Wayzata, MN 55391

Jeffrey Thompson (CRD# 1707292) is an Investment Advisor Representative working at 360 Financial in Wayzata, MN and has over 36 years of experience in the finance industry.

4
Thomas A. Whitnah
CRD#: 856715
849 Lake Street East, Wayzata, MN 55391

Thomas Whitnah (CRD# 856715) is an Investment Advisor Representative working at 360 Financial in Wayzata, MN and has over 44 years of experience in the finance industry.

5
Ryan Trebil
CRD#: 7820996
849 Lake Street East, Wayzata, MN 55391

Ryan Trebil (CRD# 7820996) is an Investment Advisor Representative working at 360 Financial in Wayzata, MN and has 1 year of experience in the finance industry.

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