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360 Financial Employee Directory

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.

Find 360 Financial employees' phone numbers or email addresses

360 Financial Global Highlights

Location
Employees

North America
44

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  • United States Of America
    44

Asia
1

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  • Viet Nam
    1

Oceania
1

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  • Australia
    1

360 Financial's Leadership

  • Vice President - Finance, Compliance And Eos Integrator at 360 Financial
    J. V.
    Vice President - Finance, Compliance And Eos Integrator
    Mobile Phone
  • Principal Chief Executive Officer at 360 Financial
    C. O.
    Principal Chief Executive Officer
    Mobile Phone
  • Marketing Director at 360 Financial
    T. F.
    Marketing Director
    Mobile Phone
  • Director Of Internal Operations at 360 Financial
    A. L.
    Director Of Internal Operations
    Mobile Phone
  • Office Manager at 360 Financial
    B. C.
    Office Manager
    Mobile Phone
  • Relationship Manager at 360 Financial
    M. F.
    Relationship Manager
    Mobile Phone
  • Information Technology Manager at 360 Financial
    L. M.
    Information Technology Manager
    Mobile Phone
  • Principal at 360 Financial
    M. R.
    Principal
    Mobile Phone

360 Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Community & Social Services
  • Consultant
  • Other

Contact profiles from 360 Financial

Name
Title
Contact
Location
Last Update
  • Principal Chief Executive Officer at 360 Financial
    C. O.
    Principal Chief Executive Officer
    Mobile Phone
    Aug 27, 2026
  • Vice President - Finance, Compliance And Eos Integrator at 360 Financial
    J. V.
    Vice President - Finance, Compliance And Eos Integrator
    Mobile Phone
    Sep 06, 2026
  • Marketing Director at 360 Financial
    T. F.
    Marketing Director
    Mobile Phone
    Sep 11, 2026
  • Director Of Internal Operations at 360 Financial
    A. L.
    Director Of Internal Operations
    Mobile Phone
    Jul 14, 2026
  • Office Manager at 360 Financial
    B. C.
    Office Manager
    Mobile Phone
    Sep 06, 2026
  • Relationship Manager at 360 Financial
    M. F.
    Relationship Manager
    Mobile Phone
    Aug 21, 2026
  • Information Technology Manager at 360 Financial
    L. M.
    Information Technology Manager
    Mobile Phone
    Hong Kong, Hong Kong
    Sep 12, 2026
  • Principal at 360 Financial
    M. R.
    Principal
    Mobile Phone
    Oct 18, 2024
  • Advisor at 360 Financial
    A. J.
    Advisor
    Mobile Phone
    Vietnam
    Aug 31, 2026
  • Client Relations Specialist at 360 Financial
    C. Y.
    Client Relations Specialist
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is 360 Financial known for?

Minus sign iconPlus sign icon360 Financial was founded in 1995 and operates in the Financial Services industry. You can contact 360 Financial's 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?

Minus sign iconPlus sign icon360 Financial employees' email format typically follows the pattern of FLast@360financial.net. 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?

Minus sign iconPlus sign icon360 Financial has approximately 45 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Oceania.

Who are 360 Financial's key employees and leadership?

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

  • Vice President - Finance, Compliance And Eos Integrator: J. V.
  • Principal Chief Executive Officer: C. O.
  • Marketing Director: T. F.
  • Director Of Internal Operations: A. L.
  • Office Manager: B. C.

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