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.
top of page
360 Partnerships
At 360 Financial, we take pride in our network of relationships.
These partnerships enhance our ability to deliver exceptional services while aligning with our core values which include community impact and integrity.
Our Industry Partnerships
360 Financial operates independently under LPL Financial, a leading broker-dealer.
The CFP certification represents advisors’ commitment to providing ethical and competent financial advice, ensuring that we maintain the highest level of professionalism and integrity in serving our clients.
The AIF designation demonstrates our adherence to strict standards, prioritizing clients' best interests and maintaining high integrity.
360 Financial is a member of the FPA, the leading U.S. organization for CFP professionals, promoting high standards and ethical practices in financial planning.
The CPWA certification is an advanced credential that equips our wealth managers to professionally address the complex financial needs of high-net-worth clients with tailored strategies.
As a FINRA-affiliated firm, 360 Financial supports transparency and accountability, utilizing BrokerCheck to help research the professional backgrounds of investment professionals and firms.
SIPC is a federally mandated, non-profit corporation created under the Securities Investor Protection Act. It requires membership for most U.S. registered broker-dealers and provides protection for customers when firms fail.
.png)
.png)
.png)
Community Connections
We are proud to be partnered with the Wayzata Chamber of Commerce. This alignment allows us to contribute and connect to our local community.
360 Financial partners with the Chamber of Commerce at both our locations to support and engage with the area and its residents.
IOCP is a nonprofit that provides essential services and supports community stability through programs for food, shelter, employment, and other needs.
360 Financial supports Community for The Commons, a nonprofit dedicated to improving Excelsior’s Commons Park through collaborative planning and funding efforts.
Elk River helps support the Great River Young Life location, which offers engaging programs and activities for students from middle school through college.
360 Financial supports Timbery Bay, a local outreach center focused on supporting and mentoring youth.
We support the local YMCA, a nonprofit dedicated to community and promoting health and wellness.
.jpg)
Schedule a 15-minute call with a 360 Financial advisor to find out if we're the right fit, how we can help you, and how the process works.
Speak with a Wealth Manager about Your Estate Planning
Get the best financial guidance for your exact situation and goals. No more cookie-cutter solutions or high-cost products.
360 Financial
Big Picture Planning
360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners. As fiduciaries, 360 Financial’s advisors provide fee-only services to business owners, entrepreneurs, and professionals. We help investors with sudden wealth, retirement planning, tax planning, estate planning, and business financial planning.
Policy
Services
360 Financial
Menu
Elk River Office
510 Freeport Avenue, Suite A, Elk River, MN 55330
8:30 a.m. to 4:30 p.m, M-F
360 Financial
Big Picture Planning
360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners. As fiduciaries, 360 Financial’s advisors provide fee-only services to business owners, entrepreneurs, and professionals. We help investors with sudden wealth, retirement planning, tax planning, estate planning, and business financial planning.
Elk River Office
510 Freeport Avenue, Suite A, Elk River, MN 55330
8:30 a.m. to 4:30 p.m, M-F
Menu
360 Financial’s Client Relationship Summary
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CO, FL, HI, IA, IL, IN, MA, MI, MN, MT, ND, NY, NC, ND, PA, SC, TN, TX, UT, WA, WI.
©2024 | 360 Financial
bottom of page