Mike Rogers Recognized by Forbes as a Top Wealth Advisor in Forbes 2025 Best-In-State Wealth Advisors List
- Troné Fossum
- Nov 6, 2025
- 6 min read
Updated: Jan 13
In 2025, Mike Rogers, AIF®, President and Founder of Minnesota advisory firm 360 Financial, was recognized among the top financial advisors in Minnesota and the Minneapolis area through multiple independent awards. These honors highlight both his personal leadership and the strength of the firm he has built over the past three decades.
Article by Troné Fossum, Director of Marketing, 360 Financial
Summary of Key Points
Mike Rogers, AIF®, was ranked 37th in Minnesota on the 2025 Forbes Best-In-State Wealth Advisors list.
He was also named a 2025 Notable Wealth Manager by Twin Cities Business, in recognition of his leadership and industry excellence.
360 Financial earned major workplace honors, including 2025 Best Places to Work (MSPBJ) and Inc. Magazine Best Workplaces 2022.
With 30+ years of experience, Mike has grown 360 Financial from a solo practice into a boutique wealth management firm serving clients in Minnesota and the Minneapolis area, as well as clients nationwide.
Top Award-Winning Financial Advisor in Minneapolis
In 2025, Forbes named Mike Rogers to its Best-In-State Wealth Advisors list, ranking him 37th in Minnesota.
The Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, evaluates advisors using a detailed methodology that includes qualitative and quantitative factors such as industry experience, client retention, compliance history, firm nominations, and assets under management. Portfolio performance is not a criterion, and advisors do not pay a fee to be considered or included.
For clients and families in Minnesota, this recognition reinforces Mike Rogers’ standing as a trusted, experienced advisor who operates in a fiduciary environment and focuses on long-term, values-based planning and wealth management.
Named a 2025 Notable Wealth Manager by Twin Cities Business
In addition to the Forbes recognition, Twin Cities Business included Mike Rogers on its list of 2025 Notable Wealth Managers.
Twin Cities Business profiles wealth managers who demonstrate professional excellence, leadership, and meaningful engagement in Minnesota’s financial and business community. 360 Financial is a firm that has stood out in the Twin Cities area for its emphasis on comprehensive, big-picture planning and long-term client relationships.
This recognition reinforces Mike’s reputation not only as an advisor but as a leader who has shaped his firm’s culture and direction since its founding.
Leading an Award-Winning Wealth Management Firm in Minnesota
Mike Rogers’ individual recognition is matched by firm-level honors.
In 2025, 360 Financial was named one of the “Best Places to Work” by the Minneapolis/St. Paul Business Journal in the extra-small company category, marking the firm’s second time receiving this distinction.
The Best Places to Work awards are based on confidential employee surveys conducted by a third-party research firm, focusing on areas such as culture, leadership, communication, and overall engagement. This recognition highlights 360 Financial’s commitment to building a supportive workplace where team members can do their best work for clients.
360 Financial has also been recognized nationally by Inc. Magazine as one of the Best Workplaces in 2022 and 2024, reflecting a consistent focus on culture and growth as the firm has expanded its team and client base.
Three Decades of Leadership: From Solo Practice to Boutique Advisory Firm
Mike Rogers founded what is now 360 Financial in 1995 after several years at large national investment firms.
However, his path into entrepreneurship began much earlier. Mike started his first business—a shoe-shine service—in Detroit at age seven, later adding lawn care, landscaping, and other ventures to help save for college.
After moving to Minnesota in 1988 and working at a major Wall Street firm, Mike opened the doors of his own advisory practice in 1995, with a client-centric focus that still defines 360 Financial today.
Over the past 30 years, the firm has grown from a one-advisor practice into a boutique wealth management firm headquartered in Wayzata, Minnesota, serving clients in Minneapolis, the broader Twin Cities area, and across the United States.
Today, 360 Financial’s advisory team offers:
Comprehensive wealth management and financial planning
Retirement planning
Tax planning strategies
Estate and legacy planning
Business-owner and succession planning
Inheritance and sudden wealth management
Risk management
Executive wealth management
Fiduciary Advice for Business Owners, Professionals, and Thriving Families
As an Accredited Investment Fiduciary® (AIF®), Mike Rogers applies his more than 30 years of experience to build and implement customized strategies for:
Minnesota families and professionals
Executives at Fortune 500 companies
Thriving business owners and entrepreneurs
Mike holds Series 7 and 63 securities registrations through LPL Financial, giving him the ability to offer a range of investment solutions within a fiduciary framework.
360 Financial is a boutique, independent wealth management firm that acts in a fiduciary capacity, providing specific and tailored advice rather than cookie-cutter product-driven recommendations.
Community Involvement and Local Presence
Beyond the advisory role, Mike Rogers has been engaged in the local community through the Lake Minnetonka Triathlon, board service and charitable involvement.
Lake Minnetonka Triathlon – Giving Back
Mike Rogers purchased the Lake Minnetonka Triathlon in 2018 and converted it to a 501(c)3 nonprofit with the mission "Sprinting Toward a Better Tomorrow." As Board President, Mike leads this annual community event that has raised over $75,000 for local charities.
Race proceeds support Interfaith Outreach's Neighborhood Youth Scholarship Program, providing opportunities for children from low-income families to attend summer camps and enrichment programs. Additional funds enhance Excelsior Commons Park, where the race has been held for over 20 years. The entire 360 Financial team volunteers annually to make this community impact possible.
Mike has served on the Benilde-St. Margaret’s Board of Directors, chairing the Investment Committee, and is active with local chambers of commerce to support business owners in the Twin Cities.
360 Financial itself participates in community initiatives, including Toys for Tots campaigns in partnership with local media, reinforcing the firm’s presence as a community-focused organization in the Minneapolis area.
Learn More
To learn more about Mike Rogers and 360 Financial’s advisory team, visit the “Meet the Team” and Awards pages on 360financial.net.
Awards:
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.
Minneapolis/St. Paul Business Journal Best Places to Work: 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.
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About the Author
Troné Fossum
Troné is the Director of Marketing at 360 Financial in addition to a planner, an advocate, and a leader. With a passion for customer experience, Troné has spent the last seven years creating strategic messaging, marketing strategies, and content that is hyper focused on the consumer while constantly learning new marketing tactics. Troné has a bachelor’s degree in Psychology from Bowdoin College. Troné grew up in Buffalo, Minnesota, on an Arabian horse farm while attending the Blake Schools. Troné lives in Plymouth with her husband, Kirk, boy/girl twins, Bergen and Stola (8), and loving vizsla-dog, Nomi. In her spare time, she enjoys gardening, the outdoors, and playing with her children.
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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.
