Bloomington, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Bearing360 Wealth
Team
Firm-wide stats for Bearing360 Wealth
About
Bearing360 Wealth serves individuals — including high-net-worth clients — as well as family offices, trusts, estates, private foundations and corporate entities, providing personalized financial planning and discretionary investment management. The firm manages portfolios using a broad set of securities and vehicles, including equities, corporate and municipal bonds, mutual funds, ETFs, REITs, private funds/alternative investments, closed-end funds, options and structured notes, and may engage unaffiliated external managers for portions of client assets.
Bearing360’s process is client-centered and begins with comprehensive fact-finding to align investment strategy with each client’s financial condition, tax situation, liquidity constraints and goals; written financial plans and periodic reviews are integral to the relationship. The firm primarily applies fundamental analysis, supplements that with technical analysis for timing, generally favors long-term strategies but will implement shorter-term trades and option strategies (e.g., covered calls, protective puts) or alternative investments when appropriate to manage risk, income or tax outcomes.
The firm discloses use of third‑party referral and endorsement arrangements and states that such solicitor agreements are documented in writing with required disclosures and client acknowledgements, a practice that is less common among comparable team firms. Bearing360 also participates in an institutional custodial platform that provides marketing, technology and other transitional support (including capped reimbursements and initial-period assistance) and discloses that certain advisory personnel are licensed to sell insurance and may receive commission-based compensation.
Based on Bearing360 Wealth
Expertise
Based on Bearing360 Wealth
Location
3800 American Blvd. West, Suite 935
Bloomington MN 55431
Advisors at this office
4
Advisors at this office
Douglas D
Series 63, Series 65
Bloomington, MN
Bearing360 Wealth
Douglas Dirks is a financial advisor at Bearing360 Wealth in Bloomington, MN, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley Private Bank, N.A., Wells Fargo Clearing, and Wells Fargo Advisors. Bearing360 Wealth serves individuals, family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management. The firm employs a client-centered approach using comprehensive fact-finding and written financial plans, applying fundamental and technical analysis across a wide range of securities and investment vehicles.
Gregg H
CFP®, Series 66
Bloomington, MN
Bearing360 Wealth
Gregg Huberty is a CFP® with 13 years of industry experience, currently serving at Bearing360 Wealth in Bloomington, MN. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He acts as a co-trustee for a private trust in Prior Lake, Minnesota. Bearing360 Wealth serves individuals—including high-net-worth clients—as well as family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management across a broad array of securities and investment vehicles. The firm’s client-centered process includes comprehensive fact-finding, written financial plans, and the use of fundamental and technical analysis to align strategies with each client’s financial situation and goals.
Patrick S
Series 66
Bloomington, MN
Bearing360 Wealth
Patrick Smith is a financial advisor at Bearing360 Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Wells Fargo Investments. Outside of his advisory role, Smith is involved in a musical group, Surreal McCoys, which recently produced a CD generating royalties. Bearing360 Wealth serves individuals—including high-net-worth clients—as well as family offices, trusts, estates, private foundations, and corporate entities by providing personalized financial planning and discretionary investment management. The firm employs a client-centered process with comprehensive fact-finding and uses a broad range of securities and investment strategies tailored to each client’s financial situation and goals.
Thomas H
Series 63, Series 66
Bloomington, MN
Bearing360 Wealth
Thomas Hawley is a financial advisor at Bearing360 Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Wells Fargo Investments. Bearing360 Wealth serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management across a broad range of securities and investment vehicles.
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