Danielle Cain, Cfp®

Danielle Cain, Cfp® Email and Phone Number

Associate Wealth Manager @ 360 Financial
wayzata, minnesota, united states
Danielle Cain, Cfp®'s Location
Elk River, Minnesota, United States, United States
Danielle Cain, Cfp®'s Contact Details
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

Danielle Cain, Cfp®'s Current Company Details
360 Financial

360 Financial

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Associate Wealth Manager
wayzata, minnesota, united states
Website:
360financial.net
Employees:
24
Danielle Cain, Cfp® Work Experience Details
  • 360 Financial
    Associate Wealth Manager
    360 Financial Jun 2024 - Present
    Elk River, Minnesota, United States
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  • 360 Financial
    Senior Client Service Manager
    360 Financial Sep 2022 - May 2024
    Elk River, Minnesota, United States
    Fleming Investment Group merged with 360 Financial in September 2022.
    View
  • Fleming Investment Group
    Operations Manager & Paraplanner
    Fleming Investment Group Apr 2012 - Sep 2022
    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.
  • The Advocate Group
    Team Leader
    The Advocate Group Feb 2007 - Jan 2012
    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
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  • Zurich Awes Wealth Management
    Operations Associate
    Zurich Awes Wealth Management Feb 2006 - Nov 2006
    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

Danielle Cain, Cfp® Education Details

Frequently Asked Questions about Danielle Cain, Cfp®

What company does Danielle Cain, Cfp® work for?

Danielle Cain, Cfp® works for 360 Financial

What is Danielle Cain, Cfp®'s role at the current company?

Danielle Cain, Cfp®'s current role is Associate Wealth Manager.

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

Danielle Cain, Cfp®'s email address is da****@****oup.com

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

Danielle Cain, Cfp®'s direct phone number is +176346*****

What schools did Danielle Cain, Cfp® attend?

Danielle Cain, Cfp® attended University Of Minnesota - Carlson School Of Management, Bryant University.

What are some of Danielle Cain, Cfp®'s interests?

Danielle Cain, Cfp® has interest in Animal Welfare.

Who are Danielle Cain, Cfp®'s colleagues?

Danielle Cain, Cfp®'s colleagues are Mark Jeter, Dan Mahoney, Will Grant, Cfp®, Cpwa®, Mike Rogers, Jeff Thompson, Libby Kaplan, Martin Feeney.

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