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Vincent Cosmo Duvigneaud

Advisor at M3Sixty Capital, LLC — Fairway, KS

Updated today

Credentials

Series 63, Series 66

Experience

7 years

Location

Fairway, KS 66205

M3Sixty Capital, LLC logo

M3Sixty Capital, LLC

Supported

Total advisors

3

Across 2 offices

Clients per advisor

1 Very Low

Avg AUM per client

$60,513 Very Low

HNW client ratio

0% Very Low

About

Vincent Duvigneaud is a financial advisor at M3Sixty Capital, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including FinTrust Capital Advisors and Thesis Fund Management. Outside of his advisory role, he serves as an advisory board member for a medical device company focused on laser spine surgery. M3Sixty Capital advises investment companies and institutional clients, managing several SEC-registered mutual funds and providing separately managed accounts primarily for institutional and high-net-worth investors. The firm employs a variety of investment strategies across equities, fixed income, and alternatives, emphasizing active security selection and tailored portfolio management.

Client services

Based on M3Sixty Capital, LLC

Portfolio management

Expertise

Based on M3Sixty Capital, LLC

Active portfolio management Private / alternative investments Options & derivatives strategies

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Fee options

Percentage

$5 million - $25 million: 0.80% $25,000,001 - $50 million: 0.70% Over $50 million+: Negotiable

Other

Account minimum: $5 million

Location

See office

Fairway, KS

4300 Shawnee Mission Parkway, Suite 100

Fairway KS 66205

Advisors at this office

2

Most active in

Kansas

Work history

7 years of industry experience

M3Sixty Capital, LLC

2026 - Present • 1 year

Fairway, KS

Matrix 360 Distributors, LLC

2024 - Present • 2 years

Fairway, KS

FinTrust Capital Advisors, LLC

2020 - 2024 • 4 years

Greenville, SC

FinTrust Brokerage Services, LLC

2019 - 2024 • 5 years

Greenville, SC

Thesis Fund Management

2010 - 2019 • 9 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Scott S

CFP®, JD

Leawood, KS

Oread Wealth Partners

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

Business ownership considerations General tax planning Cash flow / budgeting Business sale tax planning General retirement planning Founder/Business Owner Doctor or Medical Professional Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals

Nick R

CFA®, Series 65

Leawood, KS

ETF Portfolio Partners, Inc.

Nicholas Romey is a CFA® charterholder and holds a Series 65 license with seven years of experience in the financial industry. He has been with ETF Portfolio Partners, Inc. since 2019. Prior to that, he spent three years at the University of Kansas. ETF Portfolio Partners provides discretionary portfolio management primarily using globally diversified, balanced ETF portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and regularly monitors and rebalances model portfolios.

Passive / index investing

Chris K

Series 65

Overland Park, KS

RPR Financial

Chris Knowles is a Wealth Advisor at RPR Financial with a Series 65 license and industry experience going back to 2008. He has worked at RPR since 2018. Outside of his advisory work, Chris has served as a Director for the Santa Fe Trail Blazers, a 501c(3) organization devoted to youth sports. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented, actively managed investment approach.

Wealth management Cross-border & expatriate issues General estate planning guidance Founder/Business Owner Self-Employed Retired
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Jordan H

Series 66

Leawood, KS

The Wealth Consulting Group

Jordan Herwig is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and three years of industry experience. His prior work includes roles at V Wealth Management LLC, LPL Financial LLC, and the University of Kansas. Outside of advisory services, he is involved as an associate in tax preparation and accounting and participates in acting for video and photography advertisements. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and manages portfolios through active and passive investments, model portfolios, and advisor-enhanced algorithmic services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Andrew H

CFP®, Series 66, Series 7, CFS®

Overland Park, KS

OSAIC

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at LPL Financial and Woodbury Financial Services, Inc., and has operated Hadel Financial, providing life insurance and business continuation strategies since 2009. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Wealth management Retirement income strategy Tax strategies for small businesses Business succession planning Inherited wealth Retired Executive Doctor or Medical Professional Engineering Professional Founder/Business Owner Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980)
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Amy W

CFP®, Series 66

Overland Park, KS

Prairie Ridge Asset Management, LLC

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Business succession planning
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