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Small Business Financial Advisors and How They Help
A small business owner should consider working with a financial advisor as soon as the business grows beyond basic operations.
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Financial Advisors, Planners and Wealth Managers in Elk River, Minnesota
360 Financial is a boutique wealth management firm with locations in Elk River and Wayzata, Minnesota.
We help successful families, business owners, and top-of-their-field professionals move toward financial independence.
With over 25 years in business, and some of the top financial advisors, wealth managers, and financial planners in Minnesota, we can help ensure you have a financial plan and retirement plan that meets your needs.
Meet the Elk River Team
Brian Bohnsack, AIF®
Senior Vice President, Financial Advisor, Managing Principal of the Elk River Office
Brian attained a bachelor’s degree in accounting, earned his FINRA series 7 and 66 securities registrations through LPL Financial, and carries life and health insurance licenses.
Brian has a wide range of experience in financial services, accounting, and management.
He loves working directly with his clients to help them learn more about their goals and dreams and educate them about financial planning and investing.
Danielle Cain, CFP®
Associate Wealth Manager
Danielle has been associated with Brian since 2012 and has more than 20 years of experience in banking, mortgage, insurance, and the financial services industries. We are truly blessed and grateful to have her managing client-related planning and operational tasks at 360 Financial – Elk River.
Danielle holds a bachelor’s degree in finance from the University of Minnesota Carlson School of Business. She’s a CERTIFIED FINANCIAL PLANNER™ professional and has her FINRA Series 6, 7, and 63 securities registrations held with LPL Financial. Danielle also holds life and health insurance licenses.
Carrie Schmitz
Client Service Associate
Carrie is the lovely face you see when you walk in the door or who you hear on the phone at the Elk River office. She schedules clients, manages calendars, assists with client needs, and helps with marketing and advertising. Carrie has her Life and Health Insurance licenses and is also studying for her Securities Exam.
Carrie was a stay-at-home mom who juggled homeschooling and running a 70-person American Heritage Girls Troop all while working as a Claims Manager for several National Utility Companies throughout the U.S.
Your Financial Goals Come First
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You deserve to have the best possible guidance when building and protecting your wealth and legacy.
At 360 Financial, your financial advisor will take the extra time to get to know you on a deeper level so that your financial plan and portfolio meets your needs.
Circumstances change. Life can throw the unexpected at you.
During those times, your financial advisory team will be there to guide you so you stay on track with your goals.
Whether you’re planning for retirement or want to ensure you leave a positive legacy and preserve generational wealth, our advisors can tailor a financial plan and investment portfolio for you.
This statement is a testimonial by a client of the financial professional as of 04/03/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Visit our Elk River, MN Location
360 Financial’s Elk River location is at 510 Freeport Avenue.
We’re a short drive from Minneapolis and serve clients in the region as well as across Minnesota and the country. Our clients live in Elk River, Otsego, Dayton, Ramsey, St Francis, Oak Grove, Albertville, St Michael, Big Lake, Monticello and other towns in the surrounding area.
Address:
510 Freeport Avenue, Suite A, Elk River, MN 55330
Elk River Phone Number:
Hours:
8:30 am to 4:30 pm, Monday to Friday
Email:
Areas in Minnesota 360 Financial Serves
360 Financial serves clients in Elk River, Wayzata, Minneapolis, St. Louis Park, Woodland, Minnetonka, Hopkins, Deephaven, Medicine Lake, Long Lake, Medina, and many other communities throughout Minnesota.
We also serve clients who live in various states across the country.
About 360 Financial’s Advisory Team
360 Financial was founded by Mike Rogers, a fiduciary, financial advisor, and entrepreneur who cares about enriching lives and leaving a positive legacy.
Mike has over 30 years of experience as a financial advisor and has been growing 360 Financial’s team of dedicated financial advisors since 1995.
The Elk River location is headed up by Brian Bohnsack, AIF®, Senior Vice President, and Financial Advisor.
Brian has a wide range of experience in financial services, accounting, and management.
He loves working directly with his clients to help them learn more about their goals and dreams and educate them about financial planning and investing.
When you work with 360, you are supported by a dedicated 25-person team of specialists.
Wealth Management and Financial Planning Services in Elk River
360 Financial provides comprehensive wealth management, investment management and financial planning services.
Our services include the following:
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Comprehensive and long-range wealth management and financial planning
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Education planning and funding (college planning)
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Risk management
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Specialist referrals
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Personal tax planning and strategies
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Business tax planning and strategies
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Retirement savings and planning
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Retirement tax planning strategies
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Implementing retirement plans – 401(k)s, SEP IRAs and SIMPLE IRAs
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Estate and estate tax planning
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Will and trust planning
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Legacy planning
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Generational wealth planning
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Investment advice and management
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Philanthropic planning and charitable giving
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Retirement goals and planning
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Business Owner Cash Flow Planning
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Succession Planning
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Brian has a wide range of experience in financial services, accounting, and management.
He loves working directly with his clients to help them learn more about their goals and dreams and educate them about financial planning and investing.
Ready for a Change?
Schedule a Call with Brian Bohnsack, AIF®.
What Our Clients Are Saying
THEY TOOK THE TIME TO THOROUGHLY UNDERSTAND OUR GOALS
"My husband and I have been a client of 360 Financial for an impressive twenty plus years, and throughout this time, they have consistently exceeded our expectations in every aspect of financial planning and advisory services.
They took the time to thoroughly understand our goals, concerns, and aspirations, crafting a personalized financial strategy that aligned perfectly with our needs.
We wholeheartedly recommend them to anyone seeking not just a financial advisor, but a trusted partner on their journey towards financial prosperity."
-Tom and Brenda Laska, Minnesota
Owners at Interior Care & Construction
WE WERE LOOKING FOR A FINANCIAL ADVISOR WHO SHARES OUR VALUES
"We appreciate the job you're doing for us.
We were looking for a financial advisor who shared our values. Before working with you, we really had no idea how about all the different ways that financial planning can be done and the number of different tools that are out there.
We’re a few years out from retirement and are starting to plan how we’re going to stay busy and which opportunities we’re going to pursue after we leave the workforce.
The approach we've taken over the years is relying very heavily on the trustworthiness of the people that we've had planning and handling our financial future."
-Chris Strand, Minnesota
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