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).
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Total Assets Under Management475MILLION
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Total Number of Accounts1,771ACCOUNTS
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Average Account Value$268,445
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CA, FL, IA, IL, LA, MA, MN, NE, NY, OR, TX, WI
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.
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.
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.
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.
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.