Tom Whitnah Email & Phone Number

Founded in 1995, 360 Financial is an independent financial services firm that believes in providing “big picture planning” and implementing a customized strategy to help our clients address life’s complex financial challenges. WE ARE STEWARDS OF OUR CLIENTS’ FINANCES. Our advisors – who average over 29 years of experience – offer financial planning and advisory services through our affiliation with LPL Financial.Our services: Big Picture Planning - • Accumulation: how to target asset growth • Risk management: how to help protect your assets • Taxation: how to help reduce your tax burden • Business planning: how to help grow and manage your business • Retirement planning: how to target distribution of your assets in a tax-advantaged way • Estate planning: how to preserve your assets For a list of states in which 360 Financial’s advisors are registered to do business, please visit www.360financial.net.Securities offered through LPL Financial, Member of FINRA and SIPC, please refer to 'Contact Info' section above. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial.Please be advised that I cannot accept recommendations or endorsements, as they are prohibited by the SEC. Thank you.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.360 Financial, 11100 Wayzata Blvd., Suite 360, Minnetonka, MN 55305952-542-8900 main | 952-595-5547 direct www.360financial.net | twhitnah@360financial.net

Listed skills include Investments, Retirement Planning, Wealth Management, Estate Planning, and 11 others.

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  University Of Minnesota-Twin Cities