Award-Winning Financial Advisors
360 Financial's Awards
Award-Winning Advisory Firm
360 Financial’s Recent Awards
360 Financial is a top financial advisory firm in Minnesota, nationally recognized for excellence in wealth management, workplace culture, and community engagement. These honors reflect 360 Financial’s commitment to delivering highly personalized financial advice and building a supportive, high-performance environment for clients and team members.
360 Financial Earned Three Major Honors in 2025
360 Financial and its leadership team have been recognized by respected industry and business publications, including the following for awards.
Forbes Best-In-State Wealth Advisors 2025
Mike Rogers, AIF®, President & Founder of 360 Financial, ranked #37 in Minnesota on the Forbes Best-In-State Wealth Advisors list.
Twin Cities Business – 2025 Notable Wealth Managers
Twin Cities Business recognized Mike Rogers as a 2025 Notable Wealth Manager for leadership and excellence within Minnesota’s wealth management community.
Minneapolis/St. Paul Business Journal – 2025 Best Places to Work
360 Financial is a two-time honoree on the Minneapolis/St. Paul Business Journal’s Best Places to Work list (2025, extra-small company category).
Additional Awards & Honors
Forbes Best-In-State Wealth Advisors 2024
Mike Rogers, AIF®, President & Founder of 360 Financial was put on the Forbes Best-In-State Wealth Advisors list in 2024 as well as the recent 2025 award.
Inc. Magazine – Best Workplaces 2022 & 2024
360 Financial has been named to Inc. Magazine’s Best Workplaces list twice, highlighting the firm’s strong culture and employee engagement.
Minneapolis/St. Paul Business Journal – 2024 Best Places to Work
360 Financial was honored on the Minneapolis/St. Paul Business Journal’s Best Places to Work list in 2024 under the extra-small company category.
Elk River Area Chamber Recognition
Senior Vice President Brian Bohnsack was highlighted by the Elk River Area Chamber of Commerce for board leadership, volunteer service, and years of community involvement.
Community Recognition in Minneapolis
360 Financial was featured in KARE 11’s Toys for Tots coverage as a Minneapolis-area community partner and donation site supporting families across the Twin Cities.
Celebrating 30 Years of Enriching Lives
At 360 Financial, we’re proud to celebrate an incredible milestone—30 years of helping individuals and families pursue their financial dreams.
This milestone isn’t just ours to celebrate. It’s a reflection of the connections we’ve built and the goals we’ve worked toward together. Through collaboration, we’ve helped our clients pursue work-optional lifestyles, explore dream travel destinations, preserve legacies for future generations, and so much more.
As an award-winning financial advisory firm in the Minneapolis area, we are committed to serving Minnesota families today and for generations to come.
How Awards Are Determined
Forbes Best-In-State Wealth Advisors 2025
The Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, is based on in-person, virtual, and telephone due-diligence interviews, along with a ranking algorithm considering:
-
client retention
-
industry experience
-
compliance records
-
firm nominations
-
quantitative criteria, including assets under management and revenue
Portfolio performance is not a criterion. Neither Forbes nor SHOOK Research receives a fee for participation. Awarded to Mike Rogers (#37 in Minnesota).
Twin Cities Business – 2025 Notable Wealth Managers
Recipients are selected by an editorial panel based on:
-
minimum 5+ years of industry experience
-
demonstrated leadership
-
community involvement
-
positive impact within the Minnesota financial sector
There is no fee to be considered; recipients may pay a licensing fee to use the award logo. This recognition is not indicative of any client’s experience or future performance. Awarded to Mike Rogers in 2025.
Minneapolis/St. Paul Business Journal – Best Places to Work (2025)
Honorees are determined by Quantum Workplace based on confidential employee survey results evaluating:
-
leadership
-
communication
-
workplace culture
-
benefits and development opportunities
-
inclusion and team engagement
Recognition applies to the extra-small company category (10–24 Minnesota employees). 360 Financial is a two-time honoree (including 2025).
Inc. Magazine – Best Workplaces 2022
Awardees are selected based on the results of anonymous employee engagement surveys combined with editorial assessment of company culture, values, and workplace practices. Companies cannot pay for inclusion. 360 Financial was named to the Inc. Magazine Best Workplaces list in 2022.
360's Client Testimonials
Proactive Guidance
My husband and I have been a client of 360 Financial for an impressive twenty plus years, and throughout this time, they have consistently exceeded our expectations in every aspect of financial planning and advisory services.
What truly sets 360 Financial apart is their dedication to providing comprehensive and proactive guidance.
The team at 360 Financial is not only knowledgeable and experienced but also incredibly responsive and accessible.
Tom and Brenda Laska
An Advisor & Partner
We knew what we wanted - we just weren't confident that we had everything lined up to achieve it.
We were looking around for people we trust.
360 was really very thorough in working with us to cover all the aspects of where our areas of concern were.
My wife knows she has an advisor and a partner that if I'm suddenly not here, she would know the financial side of her life would be covered.
Mike Graham
Shared Values
We were looking for a financial advisor who shared our values.
Before working with 360, we really had no idea how about all the different ways that financial planning can be done and the number of different tools that are out there.
We’re a few years out from retirement and are starting to plan how we’re going to stay busy and which opportunities we’re going to pursue after we leave the workforce.
We appreciate the job 360 is doing for us.
Chris Strand
These statements are testimonials by clients of the financial professional as of 04/03/2024, 08/20/2024, and 06/04/2024 respectively. These clients have not been paid or received any other compensation for making these statements. As a result, these clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Disclosures
Forbes Best-In-State Wealth Advisor Rankings
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Twin Cities Business “2025 Notable Wealth Managers”
The Twin Cities Business “2025 Notable Wealth Managers” recognition was awarded to 10 recipients on 6/18/25 by an editorial panel based on its review of nominee submissions over the prior 18 months. Recipients were selected based on at least 5+ years industry experience and having shown an ability to effect change in their roles or areas of practice within the Twin Cities. There was no cost to participate but a fee is paid by recipients if they opt to use the award logo. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or a guarantee of future results.
Minneapolis/St. Paul Business Journal Best Places to Work
Minneapolis/St. Paul Business Journal Best Places to Work: Award based on honorees in the Extra Small category (10–24 Minnesota employees). Recognitions are determined by Omaha based Quantum Workplace, which evaluates companies across five size categories using employee feedback on leadership, communication, career development opportunities, and inclusion.
.jpg)
Schedule a 15-minute call with a 360 Financial advisor to find out if we're the right fit, how we can help you, and how the process works.
