Let’s Talk About Your Succession Plan

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.

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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.

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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?”

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Mike lives in Minneapolis with his wife Anne, the “littles” Cole, Ethan, and Brooke, and the occasional “bigs” Zachary, Morgan, and Taylor.

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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).

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