360 Financial Acquires True North Capital Alliance
360 Financial acquired True North Capital Alliance as of February 7, 2018.
“The 360 Financial team approach, enhanced capabilities, and fiduciary standard will elevate our clients planning experience. That is exactly why the acquisition made sense for us and our clients,” stated Marcus Winbush, CEO of True North Capital Alliance.
360 Financial will continue to serve their current clients and new clients in their office located in Minnetonka, Minnesota. “The main focus of our professional staff, who we call Team 360, is to deliver exceptional service by helping clients reduce their stress as we act as stewards to their finances. We welcome all the True North Capital Alliance clients and look forward to a long-term relationship with each of them,” stated Mike Rogers, President of 360 Financial. The accounts at True North Capital Alliance will be transferred over to LPL Financial, the custodian that is affiliated with 360 Financial.
360 Financial, Inc. is a fee-based SEC Registered Investment Advisor firm located in Minnetonka, MN. They are focused on delivering exceptional client service in the areas of wealth and investment management. The firm plans to grow through additional acquisitions and currently serves over 500 families and retirement plan trustees.
Compensation has been paid in connection with this purchase.Clients are under no obligation to remain with any advisor associated with this acquisition.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial. True North Capital Alliance is not affiliated with LPL Financial