Founded in 1995, 360 Financial is an independent financial services firm that believes in providing “big picture planning” and implementing a customized strategy to help our clients address life’s complex financial challenges. WE ARE STEWARDS OF OUR CLIENTS’ FINANCES. Our advisors – who average over 25 years of experience – offer financial planning and advisory services through our affiliation with LPL Financial Network. Our services: Big Picture Planning - • Accumulation: how to target asset growth • Risk management: how to protect your assets • Taxation: how to minimize your tax burden • Business planning: how to grow and manage your business • Retirement planning: how to target distribution of your assets in a tax-advantaged way • Estate planning: how to preserve your assets For a list of states in which we are registered to do business, please visit www.360financial.net Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. CONTACT US: 952.542.8900
View Top Employees from 360 FinancialWebsite | http://www.360financial.net |
Revenue | $14 million |
Employees | 42 (42 on RocketReach) |
Founded | 1995 |
Address | 849 Lake St E, Wayzata, Minnesota 55391, US |
Phone | (952) 542-8900 |
Fax | (952) 562-8962 |
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Industry | Financial Services, Finance, Investment Securities and Management, Brokerage, Estate and Financial Planning, Investment Banking, Asset Management and Protection, College Education Planning, Retirement Planning, Wealth Management, ERISA Standards, Life and Long Term Care Insurance, 401k Rollovers, IRAs / Roth IRAs |
Web Rank | 13 Million |
Keywords | 360financial, 360 Finance, Ira Mn |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular 360 Financial employee's phone or email?
The 360 Financial annual revenue was $14 million in 2024.
Dan Mahoney is the Senior Vice President of 360 Financial.
42 people are employed at 360 Financial.
360 Financial is based in Wayzata, Minnesota.
The NAICS codes for 360 Financial are [523, 52393, 52, 5239].
The SIC codes for 360 Financial are [62, 628].