Celebrating 30 Years as an Award-Winning Fiduciary Wealth Management Firm
- Mike Rogers
- Dec 8, 2025
- 3 min read
360 Financial is proud to celebrate 30 years of enriching the lives of individuals, families, and business owners across Minnesota.
Since 1995, our firm has grown into one of the top financial advisory firms in Minnesota, guiding clients through every chapter of life with clarity, confidence, and a personal touch.
A Milestone Rooted in Service
Founded by Mike Rogers, AIF®, 360 Financial began with a simple principle: financial advice should always be personal, approachable, and centered on what matters most to clients.
“We built 360 Financial on relationships—not transactions,” said Mike Rogers, Founder & CEO.
“Three decades later, that commitment remains unchanged. Our clients’ stories, families, and goals are the reason we do this work.”
Through our proprietary LifeWealth™ process and integrated tax planning partnership with Rapacki + Co., clients receive truly holistic, fiduciary guidance that strives to help them grow, preserve, and transfer wealth intentionally.
Recognized for Excellence
In 2025, 360 Financial was honored with several prestigious industry awards, including:
Forbes Best-in-State Wealth Advisors 2025
Twin Cities Business 2025 Notable Wealth Advisors
Minneapolis/St. Paul Business Journal’s 2025 Best Places to Work
These recognitions highlight our commitment to exceptional service, our people-first culture, and our leadership within the financial services industry.
Building the Next 30 Years
As we look to the future, our mission remains clear: help clients live the lives they choose—with financial clarity, confidence, and purpose.
“We’re proud of our past,” Rogers added. “But we’re even more energized about the future—expanding our impact and continuing to raise the bar for what a fiduciary advisory firm should be.”
Learn More
Awards & Recognition → https://www.360financial.net/awards
Visit the 360 Financial Homepage → www.360financial.net
Disclosures:
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.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial.
Tax/accounting/CPA related services offered through Rapacki & Co. DBA 360 Financial Tax Strategies. Rapacki & Co. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.
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About 360 Financial
360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners. As fiduciaries, 360 Financial’s advisors provide services to business owners, entrepreneurs, and professionals. We help investors with sudden wealth, retirement planning, tax planning, estate planning, and business financial planning.
Headquartered in Minnesota, we serve investors across the US with online and in-person wealth management and financial planning services.
