Thomas
Whitnah
360 Financial
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About this Advisor
Thomas Whitnah is a financial advisor based out of Wayzata, Minnesota with 8 years of relevant experience. Whitnah works at 360 Financial. Throughout their career, they have worked at Commonwealth Financial Network, 360 Financial and Lpl Financial LLC. Whitnah has a Series 63 license, designating them as a securities agent, and is able to serve investors in Texas and Wisconsin. 360 Financial is a company that has its headquarters in Wayzata, MN. The company has a total of 15 financial advisors. It administers $421 million in total assets between its 1,726 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 1,726 customer accounts, just 12% belong to high-net-worth clients who have at least $1 million in assets. The company offers a diverse range of services, including 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. Financial management fees usually are based on which services the firm provides the client. Fee types billed by 360 Financial most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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360 Financial Brokerage Details
$420,597,493
15
1,726
$243,683
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
Thomas Whitnah Work History
Thomas has been registered as a financial advisor for 8 years.*
360 Financial
Lpl Financial LLC
Commonwealth Financial Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Whitnah 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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