A complete list of active advisors currently associated with 360 Ira
Warmer can help you find a great advisor at 360 Ira or one who fits your needs even better.
360 IRA is a fee-based financial planning and investment management firm that offers discretionary asset management, written financial plans, and educational seminars and workshops. The firm works with individual clients and documents client goals and risk profiles to guide ongoing portfolio management and planning. The firm typically accepts discretionary authority to implement investment strategies and uses fundamental and technical analysis, periodic account reviews, and third‑party managers when appropriate; it does not serve as custodian of client assets. 360 IRA also serves as a liaison to third‑party managers, receiving and sharing referral compensation and monitoring those managers on an ongoing basis. Several features distinguish the firm from many peers: it holds public seminars and workshops at no charge, affiliated representatives are licensed to sell insurance products, and firm principals operate separate businesses providing benefits research and training for federal employees and estate/tax services. Notably, despite offering discretionary asset management and serving roughly 180 clients, the firm reported $0 in discretionary and non‑discretionary assets under management as of its most recent filing, and its compensation arrangements with third‑party managers and insurance activities are disclosed as potential conflicts of interest.
To learn more about the advisors currently working at 360 Ira, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse 360 Ira's office locations.
Name |
Location |
Years of experience |
|---|---|---|
St. Charles, MO
| 6
| |
Collegeville, PA
| 4
| |
St. Charles, MO
| 14
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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