360 Financial
Finance · Minnesota, United States · 201-500 Employees
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Overview
Headquarters
849 Lake St E, Wayzata, Minnesota, 55391...Phone Number
(952) 542-8900Website
www.360financial.netRevenue
$15.4 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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2
About 360 Financial
360 Financial is an independent wealth management firm based in Minnesota, specializing in comprehensive financial advisory services tailored for business owners, families, and successful professionals. The firm provides a range of services, including wealth management, financial planning, estate planning, and business financial strategies, all grounded in fiduciary principles. With a strong focus on understanding clients' unique goals and values, 360 Financial aims to help them achieve financial security and prosperity throughout their lives. Their team of experienced advisors is dedicated to delivering red-carpet service while ensuring that clients feel confident their best interests are always prioritized.Explore more
360 Financial Org Chart
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Activity Insights
360 Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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360 Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 360 Financial.
360 Financial Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
360 Financial is planning to move its offices in April 2023. The move will impact approximately 7 employees at their existing office located at 849 Lake St E, Wayzata, MN.
Executive Move
New Hire
Executive Move
Executive Move
360 Financial has announced that Amy Lemke, Director, Operations, has assumed additional responsibility for oversight of the combined operations of 360 Financial and Fleming Investment Group.
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Frequently Asked Questions Regarding 360 Financial
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360 Financial is an independent wealth management firm based in Minnesota, specializing in comprehensive financial advisory services tailored for business owners, families, and successful professionals. The firm provides a range of services, including wealth management, financial planning, estate planning, and business financial strategies, all gro... Read More
