Advisors at this firm
Logan S
Series 66
Harrison, AR
Three Sixty Wealth Management, LLC
Logan Spaw is a financial advisor at Three Sixty Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Stone Financial and Wealth Advisors and WealthPath Investment Advisors. Outside of his advisory role, he is involved in parking lot maintenance through Seal-A-Lot Cowboys and is a licensed insurance professional with Three Sixty Insurance Group. Three Sixty Wealth Management, LLC is an SEC-registered adviser managing approximately $154 million for individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental investment approach with customized portfolios and offers comprehensive wealth management, discretionary investment management, financial planning, and retirement plan advisory services.
Jason M
Series 65
Bloomington, IL
Three Sixty Wealth Management, LLC
Jason Marion is a financial advisor at Three Sixty Wealth Management, LLC in Bloomington, IL, holding a Series 65 designation. He has two years of industry experience and previously worked for eight years at The Bridge Thrift Store, NFP. Three Sixty Wealth Management is an SEC-registered firm managing approximately $154.2 million for around 166 clients. The firm serves individuals, trusts, estates, businesses, and retirement plans with customized wealth management and investment services using a primarily long-term, fundamental analysis approach.
Dawson B
Series 65
Bloomington, IL
Three Sixty Wealth Management, LLC
Dawson Brooks is a financial advisor at Three Sixty Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience including roles at Cwm, LLC and Illinois State University. Brooks is also a licensed notary public. Three Sixty Wealth Management is an SEC-registered adviser managing approximately $154 million for individuals, trusts, estates, businesses, and retirement plans. The firm offers customized wealth management and investment services using a primarily long-term, fundamental analysis approach and provides integrated advisory and consulting services through a three-advisor team.
James D
Series 63, Series 65
Bloomington, IL
Three Sixty Wealth Management, LLC
James Dischert is a financial advisor with Three Sixty Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked previously at Capital Asset Advisory Services, LLC and Cwm, LLC. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Three Sixty Wealth Management is an SEC-registered firm managing approximately $154.2 million for around 166 clients. The firm serves individuals, trusts, estates, businesses, and retirement plans, offering comprehensive wealth management and discretionary investment management with a primarily long-term, fundamental analysis approach.