360 Financial and Fleming Investment Group announce merger

Maintaining the best possible customer experience, growing together, enriching lives, and pursuit of aspirations

MINNEAPOLIS, September 19, 2022 /PRNewswire/ — 360 Financial, a boutique wealth management firm, and Fleming Investment Group, a financial planning practice, announced their merger today, creating a comprehensive wealth management firm. The combined company will operate under the 360 ​​Financial brand, serving over 1,000 clients and managing approx. 529 million dollars in client assets.

Mike Rogers continues as founder and president of 360 Financial. The former president of Fleming Investment Group, Brian Bonsackassumes the roles of Senior Vice President of 360 Financial and Managing Director of the Elk River location. Amy Lemke, Director of Operations, is managing the transition to 360 Financial for both teams with a joint transition plan. The headquarters of the combined company will be in Wayzata, Minnesota.

“We are thrilled to join forces with Fleming Investment Group. This opportunity is great for our firm to expand into the northwest metro area, collaborate with an outstanding consulting team, and provide additional resources to our respective clients,” said Mike Rogers, president of 360 Financial. “Brian has built a great client-focused planning practice, and together we believe we will create a win-win environment for our firm and, more importantly, our clients.”

Together, 360 Financial continues to enrich lives through values-based principles for our customers, employees and team members. By living and breathing six core values: confidence, going above and beyond, positivity, problem solving, community impact and integrity, and is well appreciated by our clients as we help them pursue their aspirations.

“We chose 360 ​​Financial for many key reasons. Most importantly, 360 Financial’s core values ​​closely align with our firm’s,” said Brian Bonsack, senior vice president of 360 Financial. “This new partnership also includes a local team of specialists who can assist us in many areas such as investment management, advanced financial planning and customer service support.”

360 Financial customers can now choose between two convenient office locations. The additional members strengthen the 360 ​​team’s bench, creating growth and opportunities, such as remaining on Inc.’s 2022 Best Places to Work list. Magazines. 360 Financial made the national list of 475 companies, is one of 35 companies in the financial industry and the only one based in Minnesota.

Located in Wayzata, MN, 360 Financial’s mission is to enrich lives by navigating life’s impactful financial events, specializing in business owners, thriving families and top professionals. Big picture planning, the LifeWealth process and a focus on Family, Career, Recreation and Money (FORM) put the client’s goals at the center of our personalized strategy. Wealth management expertise includes financial and investment advice, planning and management, estate and tax planning, and retirement. The firm’s financial advisory team has more than 200 years of experience and is led by Mike Rogers, president and founder. For more information, visit 360financial.net.

About Fleming Investment Group

Fleming Investment Group is led by Brian Bonsack since 2014 as an independent financial services firm founded in 2006. The Elk River, MinnesotaThe based firm is built on strong Christian values ​​focused on ensuring clients receive the highest level of personal attention and professional service in investment, retirement, estate, tax and protection planning.

Fleming Investment Group received compensation in connection with this merger. Customers are not obligated to stay with Brian Bonsack in connection with the merger.

Securities offered through LPL Financial. Member of FINRA/SIPC. Investment advice offered through 360 Financial, a registered investment advisor. 360 Financial and Fleming Investment Group are separate entities from LPL Financial.

Media contact:
Marketing and Sales Director
360 Financial
Tron Fossum
[email protected] | 360financial.net

SOURCE 360 Financial

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