Danielle Cain, Cfp®
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Danielle Cain, Cfp® Email & Phone Number

Associate Wealth Manager at 360 Financial
Location: Elk River, Minnesota, United States 5 work roles 2 schools
2 work emails found @fleminginvestmentgroup.com 3 phones found area 763 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 3 phones

Work email d****@fleminginvestmentgroup.com
Direct phone (763) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
360 Financial
Role
Associate Wealth Manager
Location
Elk River, Minnesota, United States
Company size
24 employees

Who is Danielle Cain, Cfp®? Overview

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Quick answer

Danielle Cain, Cfp® is listed as Associate Wealth Manager at 360 Financial, a with 24 employees, based in Elk River, Minnesota, United States. AeroLeads shows a work email signal at fleminginvestmentgroup.com, phone signal with area code 763, and a matched LinkedIn profile for Danielle Cain, Cfp®.

Danielle Cain, Cfp® previously worked as Senior Client Service Manager at 360 Financial and Operations Manager & Paraplanner at Fleming Investment Group. Danielle Cain, Cfp® holds Bachelor'S Of Science In Business, Finance from University Of Minnesota - Carlson School Of Management.

Company email context

Email format at 360 Financial

This section adds company-level context without repeating Danielle Cain, Cfp®'s masked contact details.

{first}@fleminginvestmentgroup.com
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AeroLeads found 2 current-domain work email signals for Danielle Cain, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Danielle Cain, Cfp®

Specialties: Series 6, 7, and 63Minnesota Life/Accident/Health Insurance LicenseSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial.510 Freeport Ave, Suite A - Elk River, MN - 55330

Current workplace

Danielle Cain, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

360 Financial
360 Financial
Associate Wealth Manager
wayzata, minnesota, united states
Website
360financial.net
Employees
24
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Company profile
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5 roles

Danielle Cain, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Wealth Manager

Current
360 Financial

Elk River, Minnesota, United States

Jun 2024 - Present

Senior Client Service Manager

360 Financial

Elk River, Minnesota, United States

Fleming Investment Group merged with 360 Financial in September 2022.

Sep 2022 - May 2024

Operations Manager & Paraplanner

Fleming Investment Group

Elk River, Mn

Responsible for creating all financial plans using NaviPlan & Money Guide Pro software. Prepare all new account paperwork for 3 advisors. Complete all client service requests in a timely and efficient manner. Responsible for compliance of office.

Apr 2012 - Sep 2022

Team Leader

The Advocate Group

Minnetonka, Mn

• Coordinate and facilitate the financial planning process for clients• Prepare forecasting models and investment performance reports for client meetings• Process client files and schedule appointments• Developed and implemented processes which led to revenue increases in planning fees• Strong understanding of the equity compensation programs for several Fortune 500 companies• Software used: eMoney Advisor, Junxure, Morningstar Advisor Workstation

Feb 2007 - Jan 2012

Operations Associate

Zurich Awes Wealth Management

Plymouth, Mn

• Prepared all new account applications and investment trades for advisor • Organized and held client/prospect seminars • Greeted clients and handled all service requests• Assisted supervisor with special projects• Performed faxing , photocopying and filing duties• Software used: eMoney Advisor, Goldmine, Morningstar Principia

Feb 2006 - Nov 2006
Team & coworkers

Colleagues at 360 Financial

Other employees you can reach at 360financial.net. View company contacts for 24 employees →

TG Theresa Goff Theresa Goff Colleague at 360 FinancialGreater Minneapolis-St. Paul Area, United States View → SS Semakaleng Sejake Semakaleng Sejake Colleague at 360 FinancialCity Of Johannesburg, Gauteng, South Africa View → MR Mike Rogers Mike Rogers Colleague at 360 FinancialWayzata, Minnesota, United States View → JM Jessica Murray Jessica Murray Colleague at 360 FinancialMinneapolis, Minnesota, United States View → JT Jeff Thompson Jeff Thompson Colleague at 360 FinancialHopkins, Minnesota, United States View → PB Patty Bohnsack Patty Bohnsack Colleague at 360 FinancialElk River, Minnesota, United States View → HM Henry Meinberg Henry Meinberg Colleague at 360 FinancialCharlotte, North Carolina, United States View → ES Erin Selton Erin Selton Colleague at 360 FinancialMinneapolis, Minnesota, United States View → MF Martin Feeney Martin Feeney Colleague at 360 FinancialGreater Brisbane Area, Australia View → LM L Meteor L Meteor Colleague at 360 FinancialHong Kong Sar, Hong Kong View →
2 education records

Danielle Cain, Cfp® education

Certificate Of Financial Planning, Financial Planning And Services

Bryant University
FAQ

Frequently asked questions about Danielle Cain, Cfp®

Quick answers generated from the profile data available on this page.

What company does Danielle Cain, Cfp® work for?

Danielle Cain, Cfp® works for 360 Financial.

What is Danielle Cain, Cfp®'s role at 360 Financial?

Danielle Cain, Cfp® is listed as Associate Wealth Manager at 360 Financial.

What is Danielle Cain, Cfp®'s email address?

AeroLeads has found 2 work email signals at @fleminginvestmentgroup.com for Danielle Cain, Cfp® at 360 Financial.

What is Danielle Cain, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 763 for Danielle Cain, Cfp® at 360 Financial.

Where is Danielle Cain, Cfp® based?

Danielle Cain, Cfp® is based in Elk River, Minnesota, United States while working with 360 Financial.

What companies has Danielle Cain, Cfp® worked for?

Danielle Cain, Cfp® has worked for 360 Financial, Fleming Investment Group, The Advocate Group, and Zurich Awes Wealth Management.

Who are Danielle Cain, Cfp®'s colleagues at 360 Financial?

Danielle Cain, Cfp®'s colleagues at 360 Financial include Theresa Goff, Semakaleng Sejake, Mike Rogers, Jessica Murray, and Jeff Thompson.

How can I contact Danielle Cain, Cfp®?

You can use AeroLeads to view verified contact signals for Danielle Cain, Cfp® at 360 Financial, including work email, phone, and LinkedIn data when available.

What schools did Danielle Cain, Cfp® attend?

Danielle Cain, Cfp® holds Bachelor'S Of Science In Business, Finance from University Of Minnesota - Carlson School Of Management.

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