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Logan S
Series 66
Harrison, AR
Three Sixty
Logan Spaw is a financial advisor at Three Sixty with 12 years of industry experience and holds a Series 66 designation. His prior work history includes roles at Stone Financial and Wealth Advisors, Reframe Wealth, Pensionmark Financial Group, WealthPath Investment Advisors, and CWM, LLC. Outside of his advisory role, he is involved in a parking lot maintenance business in Harrison, Arkansas. Three Sixty provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines discretionary investment management, financial planning, and custom business consulting with a focus on long-term, fundamental analysis-based portfolio construction and advanced planning services.
Jason M
Series 65
Bloomington, IL
Three Sixty
Jason Marion is a financial advisor at Three Sixty Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked for eight years at The Bridge Thrift Store, NFP. Three Sixty serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering comprehensive wealth management that includes discretionary investment management, financial planning, business consulting, and retirement plan advisory services. The firm constructs custom portfolios with a long-term focus and provides advanced planning services along with business-owner and family-governance support.
Anna S
CFP®, Series 63, Series 66
Ringoes, NJ
Three Sixty
Anna Stratton is a CFP® professional with nine years of industry experience, currently serving at Three Sixty Wealth Management, LLC. Her prior roles include positions at Empower Financial Services, Inc. and LPL Financial. She has also been involved with Cultural Care Au Pair for over a decade. Three Sixty works with individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering comprehensive wealth management that integrates discretionary investment management, financial planning, business consulting, and retirement plan advisory services. The firm’s approach includes custom-constructed portfolios with a long-term focus and advanced planning services such as Social Security timing and Roth conversions.
Dawson B
Series 65
Bloomington, IL
Three Sixty
Dawson Brooks is a financial advisor at Three Sixty with two years of industry experience. He holds a Series 65 credential and has worked previously at CWM, LLC. Brooks is also a licensed Notary Public. Three Sixty serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing comprehensive wealth management including discretionary investment management, financial planning, business consulting, and retirement plan advisory services. The firm constructs custom portfolios with a primarily long-term focus and offers advanced planning services alongside business-owner and family-governance support.
James D
Series 63, Series 65
Bloomington, IL
Three Sixty
James Dischert is a financial advisor at Three Sixty in Bloomington, IL, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at CWM, LLC and Capital Asset Advisory Services, LLC, and has been with Three Sixty Wealth Management since 2006. In addition to advisory work, he is a licensed insurance agent selling life, health, disability, annuities, and long-term care insurance. Three Sixty provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental analysis-driven investment approach and offers advanced planning services along with business consulting and retirement plan advisory.
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