360 Financial Revenue
Financial Services • 
Wayzata, Minnesota, United States • 21-50 Employees
360 Financial revenue & valuation
| Annual revenue | $2,424,408 |
| Revenue per employee | $56,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,800,000 |
| Total funding | No funding |
Key Contacts at 360 Financial
Trone Fossum
Marketing Director
Amy Lemke
Director Of Internal Operations
Pra Wealth Creator
Company Owner
Company overview
| Headquarters | 849 Lake St E, Wayzata, Minnesota 55391, US |
| Phone number | +19525428900 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, College Education Planning, Estate And Financial Planning, 401K Rollovers, Life And Long Term Care Insurance, Asset Management And Protection, Erisa Standards, Investment Securities And Management, Iras / Roth Iras |
| Founded | 1995 |
| Employees | 21-50 |
| Socials |
360 Financial Email Formats
360 Financial uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About 360 Financial
At 360 Financial, we believe your wealth strategy should be as unique as your vision and values. Since 1995, we’ve been dedicated to providing holistic financial planning and customized strategies that empower our clients to pursue their individual goals. Over the years, we’ve grown into a trusted team of experienced advisors and professionals, continually evolving to meet the complex and changing needs of our clients. Through it all, our mission remains the same: simplifying financial planning and guiding clients through life’s most significant financial decisions with clarity and confidence. 𝗢𝘂𝗿 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀: We take a comprehensive, client-focused approach to wealth management through our Four Pillars of Wealth: •Asset Management: Investments, active portfolio management, and retirement planning. •Risk Management: Insurance, debt and cash flow management, and employee benefits. •Tax Strategies: Tax return analysis and small business planning. •Estate Planning: Legacy planning, wealth transfer, and charitable giving. With insight, expertise, and a commitment to your success, our team is here to support every step of your financial journey. For more details or to see the states where we are registered, 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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CONTACT US: 952.542.8900
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
360 Financial has 16 employees across 6 departments.
Departments
Number of employees
Funding Data
360 Financial has never raised funding before.
360 Financial Tech Stack
Discover the technologies and tools that power 360 Financial's digital infrastructure, from frameworks to analytics platforms.
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Affiliate programs
Analytics
UI frameworks
Analytics
Blogs
Miscellaneous
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Appointment scheduling
Analytics
CDN
Issue trackers
France
Netherlands
Poland
Spain
Italy
United Kingdom
Frequently asked questions
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