Award-Winning Advisory Team
360's Awards
Our Recent Awards
3 Awards in 2025
We are thrilled to announce that 360 Financial has been honored with three prestigious awards in 2025!
These accolades include recognition on Forbes’ Best In-State Wealth Advisors list, Minneapolis/St. Paul Business Journal’s 2025 Best Places to Work, and Twin Cities Business Notable Wealth Advisors.
Forbes Best-in-State Wealth Advisors 2025 & Twin Cities Business 2025 Notable Wealth Advisors
We are honored to be recognized on the 2025 Forbes Best-in-State Wealth Advisors list and as a 2025 Twin Cities Business Notable Wealth Advisor—acknowledgments that reflect our unwavering commitment to delivering exemplary financial advice and guidance to our valued clients. Beyond these recognitions, we continue to innovate client strategies, engage deeply with our community, and rise to the top of our field.
Minneapolis St. Paul 2025 Best Places to Work
At 360 Financial, we highly value creating a positive work culture and fostering employee growth. We are honored to be recognized as one of the Best Places to Work by The Minneapolis/St. Paul Business Journal.
Exceptional Client Services
These awards serve as a testament to 360 Financial’s exceptional client services, remarkable workplace culture, and industry leadership, acknowledging our continued success in positively impacting clients' lives through highly personalized financial advice that seeks to meet individual goals.
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.
How Awards Are Determined
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.
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.
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.
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