What departments does 360 Financial have?

360 Financial has employees across 7 departments including Finance, Marketing, Operations, Administrative, Engineering.

What is the largest department at 360 Financial?

The largest department at 360 Financial is Finance with 2 employees.

Where are 360 Financial employees located globally?

360 Financial has employees across 4 continents and 4 countries including Viet Nam, United States Of America, Australia, Hong Kong.

How has 360 Financial's team size changed over time?

360 Financial's team has decreased from approximately 34 to 30 employees based on available data.

360 Financial Employee Directory

Q: Who are 360 Financial's key employees and leadership?

360 Financial's key employees include: Ceo: M. M., Vice President - Finance, Compliance And Eos Integrator: J. V., Founder/President: M. R..

Financial ServicesMinnesota, United States11-50 Employees

360 Financial is a financial services firm based in Wayzata, Minnesota, that offers holistic wealth planning and tailored strategies for clients. Founded in 1995, the firm aims to simplify financial planning and help individuals navigate major life decisions with clarity. Its framework centers on four pillars: Asset Management, Risk Management, Tax Strategies, and Estate Planning, covering investments and retirement planning, insurance and cash flow, tax planning, and wealth transfer. The organization works with LPL Financial for securities, while investment advice is provided by 360 Financial as a registered investment advisor. Its client base includes individuals and small businesses seeking integrated, ongoing wealth management and planning aligned with their objectives. In October 2023, 360 Financial announced a partnership with Rapacki + Co. to extend its wealth planning and tax strategy capabilities.

360 Financial Global Highlights

North America
44

United States Of America
44

Asia
1

Viet Nam
1

Oceania
1

Australia
1

360 Financial's Leadership

M. M.
Ceo
Mobile Phone
Email
J. V.
Vice President - Finance, Compliance And Eos Integrator
Mobile Phone
Email
M. R.
Founder/President
Mobile Phone
Email
B. B.
Senior Vice President / Financial Advisor
Mobile Phone
Email
T. W.
Senior Vice President
Mobile Phone
Email
D. M.
Senior Vice President
Mobile Phone
Email
J. T.
Senior Vice President
Mobile Phone
Email
T. F.
Marketing Director
Mobile Phone
Email

360 Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Community & Social Services
Consultant
Other
Accounting

Contact profiles from 360 Financial

Name

Title

Contact Info

Location

Last Update

M. R.
Founder/President
Mobile Phone
Email
United StatesMinnesota
Nov 03, 2025
M. M.
Ceo
Mobile Phone
Email
United StatesVirginia
May 31, 2026
J. V.
Vice President - Finance, Compliance And Eos Integrator
Mobile Phone
Email
Apr 14, 2026
B. B.
Senior Vice President / Financial Advisor
Mobile Phone
Email
United StatesMinnesota
Apr 15, 2026
T. W.
Senior Vice President
Mobile Phone
Email
United StatesMinnesota
Apr 15, 2026
D. M.
Senior Vice President
Mobile Phone
Email
United StatesMinnesota
Apr 17, 2026
J. T.
Senior Vice President
Mobile Phone
Email
United StatesMinnesota
Jun 01, 2026
T. F.
Marketing Director
Mobile Phone
Email
Dec 11, 2024
A. L.
Director Of Internal Operations
Mobile Phone
Email
Oct 30, 2024
M. U.
Senior Wealth Manager
Mobile Phone
Email
United StatesKansas
May 19, 2026

Frequently Asked Questions

What is 360 Financial known for?

360 Financial was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 849 Lake Street East Wayzata, Minnesota 55391 United States; you can contact the main corporate office by phone at

+1-952-476-****

. Explore 360 Financial's company overview page for more information.

What is 360 Financial's most common email format?

360 Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 360 Financial email formats with LeadIQ.

How many employees does 360 Financial have currently?

360 Financial has approximately 44 employees as of May 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are 360 Financial's key employees and leadership?

As of May 2026, 360 Financial's key employees include:

Ceo: M. M.
Vice President - Finance, Compliance And Eos Integrator: J. V.
Founder/President: M. R.
Senior Vice President / Financial Advisor: B. B.
Senior Vice President: T. W.

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360 Financial Employee Directory

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