Senior Wealth Manager
Current
Apr 2023 - Present
AeroLeads people directory · profile
Michael Urch, Cfp® Email & Phone Number
360 Financial
at
360 Financial
1 work email found
@brownwealth.com
3 phones found area 507
LinkedIn matched
4 data sources
Profile completeness 86%
Who is Michael Urch, Cfp®? Overview
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Quick answer
Michael Urch, Cfp® is listed as 360 Financial at 360 Financial, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at brownwealth.com, phone signal with area code 507, and a matched LinkedIn profile for Michael Urch, Cfp®.
Michael Urch, Cfp® previously worked as Senior Wealth Manager at 360 Financial and Financial Advisor at Brown Wealth Management. Michael Urch, Cfp® holds Economics And Finance, Business from Bethel University.
Company email context
Email format at 360 Financial
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{first}@brownwealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Michael Urch, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Michael Urch, Cfp®
Let's look at the big picture, find out the "why" that drives your purpose. Your family, your career, your passions - anything and everything that is important to you. Then we can have a real conversation about how you are using your money and wealth to enrich your life and the lives around you.• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Current workplace
Michael Urch, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
13 roles
Michael Urch, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Aug 2018 - Apr 2023
Associate Financial Advisor
Jan 2018 - Aug 2018
Lead Client Service Manager
- Developed and facilitated training for the firm's client service managers.- Innovated and oversaw firm processes for preparing client meetings, implementing recommendations, and client-focused day-to-day work.- Designed systems for tracking firm activities in our CRM system and endeavored to engrain new systems into the firm's DNA.
May 2017 - Dec 2017
Client Service Manager
- Supported all efforts of the firm and advisors to provide high-caliber financial planning advice- Endeavored to make every client experience with the firm an incredible experience- Specialized in supporting the operations of our advisory team’s risk management and insurance arm
May 2016 - Apr 2017
Financial Advisor At The Prudential Insurance Company Of America
-Completed fact-finding process to allow for thorough understanding of clients’ financial goals and needs-Developed customized ideas and solutions for each client-Specialized in helping clients meet their protection needs through a variety of insurance products
Jun 2014 - May 2016
Intern
-Called, attended job fairs, and emailed for recruiting purposes-Assited the compliance staff in updating marketing materials, updated marketing records, and collected client files for review-Shadowed financial professionals in order to gain valuable insights about their business-Attended professional product and sales training
Jun 2013 - Jun 2014
Staff Reporter
Clarion (Bethel University Student Paper)
I wrote at least 2 articles per issue. The paper came out every other week. If your interested in reading my work, A google search of "Michael Urch Clarion" would help you find that for which you are looking.
Sep 2013 - May 2014
Writing Center Tutor
I walked students through the writing process and helped them become independent, competent writers. I assisted with brainstorming, proof-reading, and improving syntax. Every writer has potential for futher development; my ultimate goal was to help any writer, at any level, to continue to develope their writing capabilities.
Jan 2013 - May 2014
Student
My primary studies were in Economics and Finance with a minor in mathematics.
Sep 2010 - May 2014
Scottish Conservative Researcher
Scottish Parliament
I was an intern paired directly with a Member of Scottish Parliament (MSP). I helped write press releases, motions and monthly magazine articles; I aided the Scottish Conservative Research team as much as I was able (compiling information, Freedom of Information requests); I kept up-to-date on the changes in the newspapers (reading 5 different editions a.
Oct 2012 - Dec 2012
Brake Press Operator
Operated Machinery to form parts for refuse trucks and concrete mixers.
Jun 2011 - Aug 2011
Small Parts Assembler
Assembled small parts to be installed on refuse trucks and concrete mixers.
Jun 2010 - Aug 2010
2 education records
Michael Urch, Cfp® education
Economics And Finance, Business
Bethel University
Education record
Byron Senior High School
FAQ
Frequently asked questions about Michael Urch, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Urch, Cfp® work for?
Michael Urch, Cfp® works for 360 Financial.
What is Michael Urch, Cfp®'s role at 360 Financial?
Michael Urch, Cfp® is listed as 360 Financial at 360 Financial.
What is Michael Urch, Cfp®'s email address?
AeroLeads has found 1 work email signal at @brownwealth.com for Michael Urch, Cfp® at 360 Financial.
What is Michael Urch, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 507 for Michael Urch, Cfp® at 360 Financial.
Where is Michael Urch, Cfp® based?
Michael Urch, Cfp® is based in Minneapolis, Minnesota, United States while working with 360 Financial.
What companies has Michael Urch, Cfp® worked for?
Michael Urch, Cfp® has worked for 360 Financial, Brown Wealth Management, Md Financial, Prudential Financial, and Clarion (Bethel University Student Paper).
How can I contact Michael Urch, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Urch, Cfp® at 360 Financial, including work email, phone, and LinkedIn data when available.
What schools did Michael Urch, Cfp® attend?
Michael Urch, Cfp® holds Economics And Finance, Business from Bethel University.
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