Three Sixty
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Three Sixty works with individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. The firm provides comprehensive wealth management that combines discretionary investment management, financial planning, custom business consulting, and retirement plan advisory services.
Portfolios are custom‑constructed with a primarily long‑term focus using fundamental analysis and a mix of institutional mutual funds, ETFs, individual securities and other instruments; accounts are managed on a discretionary basis with at least annual reviews and adjustments for changes in goals or market conditions. The firm also offers advanced planning services—such as Social Security timing and Roth conversions—and may hold or trade positions short‑term when needed for rebalancing or client objectives.
Three Sixty’s brochure discloses an affiliated insurance entity, Three Sixty Insurance Group, and that advisory personnel are licensed insurance agents who may receive commissions on insurance products they recommend, a potential conflict of interest the firm discloses. The firm further emphasizes business‑owner services and family‑governance topics (succession readiness, family councils, capital solutions) and serves as an ERISA 3(38) retirement plan fiduciary, combining individual wealth management with business and plan‑level advisory offerings.
Client services
Expertise
Occupation focus
Fee options
Custom and business consulting fees are individually negotiated based on scope of work
Up to 1.50% annually (negotiable based on factors such as asset level, complexity, and overall relationship)
Insurance product commissions through affiliate 360 Insurance
Account minimum: $1,000,000
Main office
See office1702 Tullamore Ave, Suite B
Bloomington IL 61704
Advisors at this office
3
Offices (3)
Most active in
Arkansas · Florida · Illinois · New Jersey · Texas · Wisconsin
Also doing business as
Three Sixty · Three Sixty Fbo, LLC · Three Sixty Wealth Management LLC · Three Sixty Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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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