360 Financial

360 Financial At 360 Financial, we provide holistic financial planning and personalized strategies to help clients work toward their goals.

Since 1995, our experienced team has simplified financial decisions and guided clients through life’s key milestones. This communication is strictly intended for individuals residing in the states of AZ, CO, FL, IL, ME, MI, MN, MT, NC, ND, NJ, NY, SC, SD, VA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements

regarding investment products and services. Securities offered through LPL Financial, Member FINRA/SIPC, www.FINRA.org/www.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.

360 Financial, 11100 Wayzata Blvd., Suite 360, Minnetonka, MN 55305. 952.542.8900.

Today we celebrate one year with a very dedicated member of our team — Happy work anniversary, Carli! 🎉 We are lucky to ...
06/02/2026

Today we celebrate one year with a very dedicated member of our team — Happy work anniversary, Carli! 🎉 We are lucky to have you, and we look forward to everything ahead.

This is what FORM looks like in practice.Family. Occupation. Recreation. Money.In that order, so every decision is built...
05/28/2026

This is what FORM looks like in practice.
Family. Occupation. Recreation. Money.
In that order, so every decision is built around the full picture.

Congratulations to Danielle on graduating from the 2026 Community Leadership class! 🎉👏Proud to see our team growing as c...
05/27/2026

Congratulations to Danielle on graduating from the 2026 Community Leadership class! 🎉👏
Proud to see our team growing as community leaders.

Last weekend, Team 360 came together for something truly meaningful. 💙Amy organized a fundraising event for the Cystic F...
05/21/2026

Last weekend, Team 360 came together for something truly meaningful. 💙

Amy organized a fundraising event for the Cystic Fibrosis Foundation— inspired by her daughter Aubree, who has CF. The event featured raffle baskets, great community, and an incredible amount of generosity. Because of Amy's vision and the support of this community, the event raised over $12,000 for the Cystic Fibrosis Foundation!!

Community Impact is a core value at 360 Financial, and we are proud to live that out alongside the people we work with every day.

A big thank you to everyone who came out and supported this cause.

Happy Birthday, Grant!🎂 The team values your ideas and the impact you have across our work. Enjoy your day!
05/20/2026

Happy Birthday, Grant!🎂 The team values your ideas and the impact you have across our work. Enjoy your day!

Two advisors can say the same things.Only one is required by law to put your interests first. 📖This blog shows how to se...
05/15/2026

Two advisors can say the same things.
Only one is required by law to put your interests first. 📖
This blog shows how to separate similarity from substance when evaluating fiduciary advisor.
https://na2.hubs.ly/H04WNvd0

We're thrilled to welcome Grant Dressen to 360 Financial as our newest Associate Wealth Manager! Grant brings extensive ...
05/14/2026

We're thrilled to welcome Grant Dressen to 360 Financial as our newest Associate Wealth Manager!

Grant brings extensive technology expertise, an entrepreneurial spirit, and a genuine passion for building lasting relationships, exactly the kind of person we're proud to add to our planning team.

None of this growth is possible without the trust our clients place in us, and we don't take that lightly.

Welcome, Grant! 👏
https://na2.hubs.ly/H05sWr00

You’ve saved. You’ve planned.But are you actually ready for retirement? 🤔Take our quiz to get an idea of where you're at...
05/12/2026

You’ve saved. You’ve planned.
But are you actually ready for retirement? 🤔

Take our quiz to get an idea of where you're at: https://na2.hubs.ly/H04Tzgm0

In recognition of National Mental Health Awareness Month, it’s worth noting that for many, the biggest shift isn’t numbe...
05/08/2026

In recognition of National Mental Health Awareness Month, it’s worth noting that for many, the biggest shift isn’t numbers.
It’s the weight that gets lifted.

We're incredibly grateful to share that Mike Rogers has been named a Forbes Best-In-State Wealth Advisor for 2026 — rank...
05/07/2026

We're incredibly grateful to share that Mike Rogers has been named a Forbes Best-In-State Wealth Advisor for 2026 — ranked #33 in Minnesota. 🎉
Three years in a row on this list is a reflection of the trust our clients place in us every day. We don't take that lightly. Thank you for letting us be part of your financial journey.

Forbes List: https://na2.hubs.ly/H05lxm90
More info and disclosure: https://na2.hubs.ly/H05lx3G0

Address

849 Lake Street E
Wayzata, MN
55391

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19525428900

Website

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