Advisor at Three Sixty Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Three Sixty Wealth Management, LLC
Location
Bloomington, IL 61704
Credentials
Series 63, Series 65
Industry experience
13 years
James Dischert is a financial advisor with Three Sixty Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked previously at Capital Asset Advisory Services, LLC and Cwm, LLC. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Three Sixty Wealth Management is an SEC-registered firm managing approximately $154.2 million for around 166 clients. The firm serves individuals, trusts, estates, businesses, and retirement plans, offering comprehensive wealth management and discretionary investment management with a primarily long-term, fundamental analysis approach.
Based on Three Sixty Wealth Management, LLC
Based on Three Sixty Wealth Management, LLC
Custom and business consulting fees individually negotiated based on scope of work.
$0+: up to 1.50% annually (negotiable, based on complexity, asset level, and relationship) $0+: up to 1.50% annually (negotiable, based on size and complexity) for retirement plan advisory services
360WM may receive commissions from insurance products sold through its affiliate 360 Insurance.
Account minimum: $1,000,000 Fee-only: Wealth management fees based on assets under management, paid quarterly in advance; fees may be negotiable.
1702 Tullamore Ave, Suite B
Bloomington, IL 61704
Florida · Illinois · Texas
CWM, LLC
2024 - Present (2 years)
Capital Asset Advisory Services, LLC
2013 - 2019 (6 years)
Three Sixty Wealth Management
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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