Mike Rogers, President, is the founder of Wayzata-based 360 Financial. Prior to establishing the firm in 1995, he spent seven years building a solid financial base with two of the nation’s largest investment firms. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies specifically tailored to address the issues and concerns of qualified retirement plan trustees, high level professionals, and thriving business owners.
Mike holds the series 7 and 63 security registrations with LPL Financial. He has been recognized locally by receiving the Five Star Wealth Manager award consecutively from 2012 through 2020 1. He served six years on the Benilde-St. Margaret’s Board of Directors, chairing the Investment Committee for many of those years.
Through his membership on the Twin West and Wayzata Chambers of Commerce, he is able to better support business owners. And belonging to the LPL Financial Chairman Club and the Financial Planning Association allows continual support for the financial industry as a whole.
As the founder, Mike’s priority is that 360 Financial always serves the client with empathy, integrity, and honesty. This unique, client-centric approach allows the firm to help clients decipher between the things they can control and what truly matters. In other words, Mike understands that money is not the end all be all, instead it’s the “how” that fuels the “why” to the question: “What’s important to you?”
Mike lives in Minneapolis with his wife Anne, the “littles” Cole, Ethan, and Brooke, and the occasional “bigs” Zachary, Morgan, and Taylor.
Side note: In 2018, Mike bought The Lake Minnetonka Triathlon to support his love for giving back to local charities (and it forces him to stay in half-way decent shape).
1 Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2020 Five Star Wealth Managers.