360 Financial

Michael Urch is a CFP® professional with 11 years of experience in the financial services industry. He currently serves as an advisor at 360 Financial and LPL Financial, having previously worked at Brown Wealth Management, MD Financial/Vestment Financial, Pruco Securities, and The Prudential Insurance Company of America. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm emphasizes continuous account supervision with customized portfolios and integrates educational webinars and workshops into its client services.

Michael Rogers is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2013 and is also affiliated with Rapacki + Co. and 360 Financial, Inc., where he has been involved since 1995. Outside of advisory roles, he is the owner of Live with Purpose LLC, which organizes the Lake Minnetonka Triathlon. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and flexible delivery options tailored to client needs.

Joseph Rapacki is a financial advisor at 360 Financial with 12 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining 360 Financial, he worked at FIDERE Advisors and Boulevard Wealth Management, Inc. Rapacki is also the owner and president of Rapacki & Co, PA CPAs, where he has practiced as a CPA since 2000. 360 Financial serves individuals, trusts, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm’s 360 Asset Management service offers customized portfolios with continuous supervision and integrates various investment strategies alongside educational webinars for clients.

William Grant is a CFP® with seven years of industry experience, currently serving as a financial advisor at 360 Financial. His prior roles include positions at Kovitz Investment Group Partners, BCU Wealth Advisors, and LPL Financial. Grant hosts a podcast titled "The First 100." 360 Financial provides portfolio management, financial planning, and pension consulting services to individuals, trusts, and business entities. The firm emphasizes customized portfolio construction with ongoing supervision and integrates financial planning for larger accounts.

Thomas Whitnah is a financial advisor at 360 Financial in Wayzata, MN, with 47 years of industry experience. He holds a Series 63 designation and has been with both 360 Financial and LPL Financial LLC since 2013. 360 Financial serves individuals, trusts, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm emphasizes continuous account supervision through its 360 Asset Management service, offering customized portfolios and educational webinars for clients.

Danielle Cain is a CFP® with 19 years of industry experience. She is currently with 360 Financial in Wayzata, MN, where she has been part of the team since 2022. Her prior experience includes roles at Commonwealth Financial Network and Fleming Investment Group. Cain is also a licensed notary in Minnesota. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm offers customized portfolios with ongoing supervision and integrates educational webinars and workshops into its client services.

Daniel Mahoney is a Certified Financial Planner® with 41 years of industry experience. He has been with 360 Financial since 2009 and also works with LPL Financial since 2013. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm offers customized portfolio construction with continuous supervision and integrates educational webinars and workshops into its client services.

Brian Bohnsack is a financial advisor with 21 years of industry experience, currently with 360 Financial in Wayzata, MN. He holds a Series 66 designation and previously worked at Fleming Investment Group and CommonWealth Financial Network. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm emphasizes continuous account supervision and offers customized portfolios with a range of investment strategies, alongside educational webinars and workshops.

Mitchell Zweber is a financial advisor with 10 years of industry experience, currently practicing at 360 Financial in Wayzata, MN. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, and The Prudential Insurance Company of America. Zweber is also an independent insurance agent. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm emphasizes continuous account supervision with customized portfolios and integrates educational webinars and workshops into its client services.