A complete list of active advisors currently associated with Three Sixty Wealth Management, LLC
Warmer can help you find a great advisor at Three Sixty Wealth Management, LLC or one who fits your needs even better.
Three Sixty Wealth Management is a small team RIA that manages roughly $190 million for individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans. The firm offers comprehensive wealth management services that combine discretionary investment management, financial planning, retirement plan advisory (including ERISA 3(38) fiduciary services), and recently added custom and business consulting engagements. Its investment process is client‑customized and generally long‑term oriented, relying on fundamental analysis and third‑party research to build diversified portfolios across mutual funds, ETFs, and individual securities, and, when appropriate, more specialized instruments such as interval funds, ETNs, and leveraged/inverse ETPs. 360WM typically manages accounts on a discretionary basis, conducts at least annual reviews, and uses institutional custodial platforms and outside vendors for execution, reporting, and research support. The brochure highlights several features that distinguish 360WM from many peers: advisory personnel are licensed insurance agents and the firm may receive commission compensation through an affiliated insurance entity, and the firm discloses receipt of economic and marketing benefits from custodians and third‑party vendors. Combined with its willingness to provide negotiated, bespoke business and family consulting alongside traditional wealth management and ERISA plan‑level services, these arrangements create conflicts of interest the firm discloses and that may affect how services are delivered.
To learn more about the advisors currently working at Three Sixty Wealth Management, LLC, 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 |
|---|---|---|
Bloomington, IL
| 1
| |
Bloomington, IL
| 13
| |
Bloomington, IL
| 0
| |
Harrison, AR
| 11
|
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