Mike Rogers is the President and 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 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 served six years on the Benilde-St. Margaret’s Board of Directors, chairing the Investment Committee for many of those years. Through his membership in 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 the founder, Mike’s priority is that 360 Financial always serves the client with empathy, integrity, and honesty. This robust, 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 halfway decent shape).
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.
Brian is married to Patty and raised three children in St. Michael, Minnesota. He loves activities like boating, snowmobiling, biking, and traveling. Brian is a huge sports fan, participates in volunteer activities regularly, and is actively involved in community organizations.
One of Brian’s goals is to see every Big Ten stadium and the fourteen biggest college football stadiums. To date, he has seen 8 of the 14 of the Big Ten stadiums and 6 of 14 of the football college stadiums
Dan, Senior Vice President of 360 Financial, has been a financial advisor for over twenty-five years, specializing in financial planning. He draws on many years of experience at Paine Webber/UBS Wealth Management.
Dan is a CERTIFIED FINANCIAL PLANNERTM professional. In addition, he has a BS in Agricultural Business Administration from the University of Minnesota. He holds series 7 and 63 security registrations with LPL Financial and the Series 65 security registration as an Investment Advisor Representative with 360 Financial, and a Minnesota insurance license. Dan was named a Five Star Wealth Manager in 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, and 20201.
He was born and raised in Richfield and currently lives in Bloomington with his wife, Cathy. They have two adult daughters, Sarah and Megan. He enjoys volunteering at the Bloomington Theatre and Art Center and various youth organizations. He also loves golfing, cooking, and sports of all kinds.
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 2013-2018 Five Star Wealth Managers.
Jeff, Senior Vice President of 360 Financial, brings 22 years of financial planning experience to his clients, including experience from Wells Fargo Investments, Morgan Stanley, and Paine Webber. He specializes in full balance sheet financial planning, retirement planning, 401(k) Plans, and IRA rollovers.
Jeff has conducted retirement planning seminars, branch banker training, and has been involved in mentoring. He holds the series 7 and 63 security registrations with LPL Financial, and a Minnesota insurance license. Jeff was named a Five Star Wealth Manager in 2013, 2014, 2015, 2016, 2017, 2018, 2019, and 20201.
Jeff participates in various community, business, and volunteer activities, such as his local Chamber of Commerce, Habitat for Humanity, and The United Way. He has two adult children and lives in Lakeville with his Jack Russell Terrier, Tank. He enjoys many activities including golf, sailing, and biking.
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 2013-2018 Five Star Wealth Managers.
Tom, Senior Vice President of 360 Financial, has been providing financial and advisory services to clients for 32 years. Prior to joining 360 Financial in 2011, Tom was at Morgan Stanley Smith Barney. He takes pride in crafting an investment plan to fit in with each of his clients’ stated needs and goals.
Tom is a graduate of the University of Minnesota, he holds series 7 and 63 security registrations with LPL Financial, and a Minnesota Insurance license.
Tom was named a Five Star Wealth Manager in 2013, 2014, 2015, 2016, 2017, 2018, 2019, and 20201.
He and his wife Brenda reside in Maple Grove, where he gives back to his community through involvement in many organizations, including Interfaith Outreach & Community Partners, Life Coaches for Kids, and Tree House for Teens. Tom enjoys golfing, travel, reading, and spending time with his family that includes four adult children and five grandchildren.
1Award 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 2013-2020 Five Star Wealth Managers.
Lauren, CFP®, joined 360 Financial in July 2021. Lauren has over 10-years of experience in the financial services industry. Before joining 360 Financial, Lauren was a Financial Advisor with a local Independent Advisory firm where she helped individuals and couples develop their financial plans and pursue their goals.
Lauren is a CERTIFIED FINANCIAL PLANNER™ with Series 7 and Series 66 licenses. She approaches financial planning in a personalized and compassionate manner to help her clients pursue their goals. Lauren is highly skilled when it comes to financial, retirement and income planning, investment management, insurance strategies, tax strategies, and estate planning.
Lauren lives in Eden Prairie with her two children, Mason (10) and Aubrey (8). In her free time, she enjoys yoga, cooking, and watching her kids play hockey.
