Michael
Urch
360 Financial
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About this Advisor
Michael Urch is a financial advisor based in Wayzata, Minnesota, working with 360 Financial. Michael has previously held positions at The Prudential Insurance Company Of America, Pruco Securities LLC, Md Financial / Vestment Financial, Brown Wealth Management, LLC, 360 Financial, and Lpl Financial. Michael has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Michael is part of 360 Financial, which operates out of Wayzata, Minnesota. The firm has 2 offices and 19 employees. The firm manages assets totaling $475.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at 360 Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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360 Financial Brokerage Details
$475,415,237
19
1,771
$268,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Urch Work History
360 Financial
Lpl Financial
Brown Wealth Management, LLC
Md Financial / Vestment Financial
The Prudential Insurance Company Of America
Pruco Securities LLC
Disclosures
Please visit the SEC profile of Michael Urch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 360 Financial
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Elk River, MN
Wayzata, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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