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.

Would you hire someone to guide your financial future if they weren't required to put your interests first?That's one re...
06/24/2026

Would you hire someone to guide your financial future if they weren't required to put your interests first?

That's one reason many people seek out a fiduciary advisor. In this video, we break down three reasons why the fiduciary standard matters. 📝

Watch here:

What are you looking for in a financial advisor? And why should yo...

There's a difference between managing money and actually planning for someone's future. Our clients feel that difference...
06/22/2026

There's a difference between managing money and actually planning for someone's future.

Our clients feel that difference, and that's what drives us every day. 💬

Summer is officially here, and we can't think of a better way to kick it off than celebrating all the great dads out the...
06/21/2026

Summer is officially here, and we can't think of a better way to kick it off than celebrating all the great dads out there. Happy Father's Day from Team360! 🙌

Today we celebrate not one, but two incredible members of the 360 Financial team — Happy birthday, Mitch and Michele! 🎉 ...
06/19/2026

Today we celebrate not one, but two incredible members of the 360 Financial team — Happy birthday, Mitch and Michele! 🎉 Wishing you both a fantastic day and a great year ahead.

Markets don't take summers off — and neither do we. Every Wednesday we send a quick market update so you always know wha...
06/17/2026

Markets don't take summers off — and neither do we.

Every Wednesday we send a quick market update so you always know what's going on. Sign up here:https://na2.hubs.ly/H05nrt_0

Today is Worldwide Day of Giving, and it's one of our favorites. Whether it's your time, your dollars, or just showing u...
06/15/2026

Today is Worldwide Day of Giving, and it's one of our favorites. Whether it's your time, your dollars, or just showing up for someone who needs it, every bit counts.

Happy giving from Team360. 🙌

We love being a part of this community!
06/11/2026

We love being a part of this community!

It’s never too late to start planning your family’s financial future! 💙 The Promenade of Wayzata is proud to be home to 360 Financial, an award-winning independent wealth management firm with more than 30 years of experience helping individuals, families and businesses navigate all of life’s financial milestones.

Their specialized team of advisors and planners are here to help you build a plan with confidence for the years ahead. Stop by their Wayzata office or call (952) 542-8900 to get started today!

Culture isn't a perk. It's the foundation everything else is built on.For the third consecutive year, 360 Financial has ...
06/11/2026

Culture isn't a perk. It's the foundation everything else is built on.

For the third consecutive year, 360 Financial has been named a Minneapolis/St. Paul Business Journal Best Place to Work. None of this happens without a team that genuinely cares, about the work, about each other, and about the people we help. To everyone at 360, thank you for making this place what it is. 🏆

Read more here: https://na2.hubs.ly/H064NQ90

8 reasons high earners work with a wealth management firm:1️⃣ Dedicated guidance2️⃣ Risk planning3️⃣ Tax efficiency4️⃣ T...
06/10/2026

8 reasons high earners work with a wealth management firm:

1️⃣ Dedicated guidance
2️⃣ Risk planning
3️⃣ Tax efficiency
4️⃣ Tailored retirement planning
5️⃣ Goal setting
6️⃣ A greater sense of security
7️⃣ Debt management
8️⃣ Estate planning & trusts

Read the full breakdown 👇
https://na2.hubs.ly/H05nrHD0

More income is a win, but it often comes with a bigger tax bill. 🎯 In our latest case study, Will Grant shares how 360 F...
06/09/2026

More income is a win, but it often comes with a bigger tax bill. 🎯

In our latest case study, Will Grant shares how 360 Financial helped a married couple of business owners in Minnesota reduce their tax burden and build a confident retirement strategy using a solo 401(k) and cash balance plan.

See how here: https://na2.hubs.ly/H05nr5J0

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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