360 Financial Information
Contact top employees from
360 Financial
Summary
360 Financial has been in the industry for 31 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 45. To connect with 360 Financial employee register on SignalHire.
Organization Website | 360financial.net |
Phone Number | 952-542-8900 |
Industries | |
Headquarters Location | 849 Lake St E, Wayzata, Minnesota, 55391 US |
Employees Size | 10-50 employees |
Specialties | Investment Securities and Management, Estate and Financial Planning, Asset Management and Protection, College Education Planning, Retirement Planning, Wealth Management, ERISA Standards, Life and Long Term Care Insurance, 401k Rollovers, IRAs / Roth IRAs |
Founded | 1995 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at 360 Financial shows a diverse range of experience levels:
4% have been with the company for less than 1 year22% for 1–2 years17% for 3–4 years13% for 5–7 years13% for 8–10 years30% have over 11 years of service at 360 FinancialEx-employees positions
In Company
In New Company
Contact top employees from
360 Financial
Robert Withers
Senior Vice President
Tom Whitnah
Senior Vice President
Mike Rogers
Founder/President
Dan Mahoney
Senior Vice President
Jeff Thompson
Senior Vice President
Brian Bohnsack
Senior Vice President / Financial Advisor
John Vanderpoel
Vice President -- Finance, Compliance and EOS Integrator
Naomi Kohner
Client Services Associate
Patty Bohnsack
Office Manager
Mark Jeter
Director of Strategy and Leadership
Stephanie Ng
Marketing Executive
Mikal Cromer
Credit Specialist
Camryn Kern
Associate Marketing Specialist
Jay Hubanks
Licensed Insurance Agent
Michele Meier
Paraplanner
Carli Wolffe
Senior Client Service Associate
Grant Dressen
Wealth Management and Technology Analyst
Jessica Murray
Client Success Manager
Will Grant
Senior Wealth Manager
Trone Fossum
Marketing Director
Libby Kaplan
Senior Administrative Assistant
Mitch Zweber
Senior Wealth Manager
Michael Urch
Senior Wealth Manager
Danielle Cain
Associate Wealth Manager
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FAQ
360 Financial operates in the Finance industries. More details can be found on the official website: 360financial.net.
The headquarters of 360 Financial are located in Wayzata, United States.
You can contact 360 Financial by phone at 952-542-8900.
360 Financial currently employs 10-50 people.
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