A complete list of active advisors currently associated with Capital360Financial
Warmer can help you find a great advisor at Capital360Financial or one who fits your needs even better.
Capital360Financial serves individual investors and a small number of institutional clients, including plan sponsors, providing fee-based portfolio management, financial planning, and qualified retirement plan consulting. The firm is a solo-registered independent adviser managing roughly $1.79 million in client assets across about 15 client relationships. The adviser uses a tactical allocation approach with discretionary, custom portfolio management, drawing from a broad universe of securities — including equities, fixed income, mutual funds, options, and variable insurance products — and applies fundamental, technical, and cyclical analysis. For retirement-plan clients the firm prepares quarterly reports, assists with investment policy statements, and may recommend and oversee third‑party sub‑advisors as part of its consulting services. Distinctive aspects of the firm include its principal’s insurance licensure and the practice of effecting insurance transactions, as well as offering pension consulting and institutional portfolio management — services that are relatively uncommon for solo independent advisers. These practices introduce potential conflicts of interest (for example, insurance commissions and referral or sub‑advisor arrangements) that the firm manages through disclosure, written agreements, and a code of ethics.
To learn more about the advisors currently working at Capital360Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Springfield, MO
| 10
|
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