Wealth Management in Elk River

Financial Advisors, Financial Planners and Wealth Managers in Elk River, Minnesota

360 Financial is a boutique wealth management firm with locations in Elk River and Wayzata, Minnesota.

We help successful families, business owners, and top-of-their-field professionals move toward financial independence. With over 25 years in business, and some of the top financial advisors, wealth managers, and financial planners in Minnesota, we can help ensure you have a financial plan and retirement plan that meets your needs.

Schedule Your 15-Minute Call

Meet the Elk River Team

BRIAN BOHNSACK, AIF®

Senior Vice President, Financial Advisor,
Managing Principal Elk River Office
[email protected]

Brian attained a bachelor’s degree in accounting, earned his FINRA series 7 and 66 securities registrations through LPL Financial, and carries life and health insurance licenses.

Brian has a wide range of experience in financial services, accounting, and management. He loves working directly with his clients to help them learn more about their goals and dreams and educate them about financial planning and investing.

DANIELLE CAIN, CFP®

Senior Client Service Manager
[email protected]

Danielle has more than 15 years of experience in banking, mortgage, insurance, and the financial services industries.

Danielle holds a bachelor’s degree in finance from the University of Minnesota Carlson School of Business. She’s a CERTIFIED FINANCIAL PLANNER™ professional and has her FINRA Series 6, 7, and 63 securities registrations held with LPL Financial. Danielle also holds life and health insurance licenses.

PATTY BOHNSACK

Office Manager
[email protected]

Patty manages day-to-day office operations at the Elk River office in human resources, payroll, and office management. She is actively involved in the community and loves helping and heading up events and functions.

She holds a bachelor’s degree in communications with a minor in business from the University of Minnesota, and she has a background in human resources.

CARRIE SCHMITZ

Client Service Associate
[email protected]

Carrie is the lovely face you see when you walk in the door or who you hear on the phone at the Elk River office. She schedules clients, manages calendars, assists with client needs, and helps with marketing and advertising. Carrie has her Life and Health Insurance licenses and is also studying for her Securities Exam.

Carrie was a stay-at-home mom who juggled homeschooling and running a 70-person American Heritage Girls Troop all while working as a Claims Manager for several National Utility Companies throughout the U.S.

Your Financial Goals Come First

You deserve to have the best possible guidance when building and protecting your wealth and legacy.

At 360 Financial, your financial advisor will take the extra time to get to know you on a deeper level so that your financial plan and portfolio meets your needs.

Circumstances change. Life can throw the unexpected at you. During those times, your financial advisory team will be there to guide you so you stay on track with your goals. Whether you’re planning for retirement or want to ensure you leave a positive legacy and preserve generational wealth, our advisors can tailor a financial plan and investment portfolio for you.

Schedule Your 15-Minute Call

Visit our Elk River, MN Location

360 Financial’s Elk River location is at 510 Freeport Avenue. We’re a short drive from Minneapolis and serve clients in the region as well as across Minnesota and the country. Our clients live in Elk River, Otsego, Dayton, Ramsey, St Francis, Oak Grove, Albertville, St Michael, Big Lake, Monticello and other towns in the surrounding area.

Wealth Management Firm Elk River, MN – 360 Financial

Address: 510 Freeport Avenue, Suite A, Elk River, MN 55330
Elk River Phone Number: (763) 241-0841
Hours: 8:30 am to 4:30 pm, Monday to Friday
Email: [email protected]

 

Areas in Minnesota 360 Financial Serves

360 Financial serves clients in Elk River, Wayzata, Minneapolis, St. Louis Park, Woodland, Minnetonka, Hopkins, Deephaven, Medicine Lake, Long Lake, Medina, and many other communities throughout Minnesota. We also serve clients who live in various states across the country.

Schedule Your 15-Minute Call

360 Financial’s Advisory Team

360 Financial was founded by Mike Rogers, a fiduciary, financial advisor, and entrepreneur who cares about enriching lives and leaving a positive legacy. Mike has over 30 years of experience as a financial advisor and has been growing 360 Financial’s team of dedicated financial advisors since 1995. The Elk River location is headed up by Brian Bohnsack, AIF®, Senior Vice President, and Financial Advisor.

Brian has a wide range of experience in financial services, accounting, and management. He loves working directly with his clients to help them learn more about their goals and dreams and educate them about financial planning and investing.

When you work with 360, you are supported by a dedicated 25-person team of specialists.

Schedule Your 15-Minute Call

Wealth Management and Financial Planning Services in Elk River

360 Financial provides comprehensive wealth management, investment management and financial planning services. Our services include the following:

  • Comprehensive and long-range wealth management and financial planning
  • Education planning and funding (college planning)
  • Risk management
  • Specialist referrals
  • Personal tax planning and strategies
  • Business tax planning and strategies
  • Retirement savings and planning
  • Retirement tax planning strategies
  • Implementing retirement plans – 401(k)s, SEP IRAs and SIMPLE IRAs
  • Estate and estate tax planning
  • Will and trust planning
  • Legacy planning
  • Generational wealth planning
  • Investment advice and management
  • Philanthropic planning and charitable giving
  • Retirement goals and planning
  • Business Owner Cash Flow Planning
  • Succession Planning

Schedule Your 15-Minute Call

360 FINANCIAL HQ
360 Financial Company Details

Time in Business: Founded in 1995
Assets under management: $550M+
Account minimum: 360 does not currently have an account minimum
Fee Structure: fee based
Team: Dedicated 25-person team of specialists

Meet the Team
BIG PICTURE PLANNING
Learn More about the 360 Life Wealth Process

360 Financial’s purpose is to enrich your life by leading and navigating you through impactful financial events — such as changing jobs, moving to a new house, retiring, or a recession. We help simplify your financial planning process and cushion the effects of impactful financial events.

Our LifeWealth plan helps you manage your goals by focusing on what you can control as you pursue your financial independence. We look at four areas of your life to build a plan that’s individualized to your unique goals; Family, Occupation, Recreation, and Money (F.O.R.M).

Our Process
Speak with an Advisor
Schedule a Call with a Financial Advisor

If you would like to work with a wealth management and financial planning team that cares about your happiness and future, please schedule a call with one of 360 Financial’s advisors. You can schedule a 15-minute introductory call to ask questions and find out how we can help you.

Schedule a Call

Ready for a Change?

Schedule a Call with Brian Bohnsack, AIF®

Brian has a wide range of experience in financial services, accounting, and management. He loves working directly with his clients to help them learn more about their goals and dreams and educate them about financial planning and investing.

Schedule a Call