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VERIFIED360 Wealth Management
360 Wealth Management
103 N Armstrong Street Suite 206
Bixby, OK 74008
918-209-5367
About 360 Wealth Management
We coordinate retirement planning, tax strategy, and investment management because the most important financial decisions are connected. With more than 35 years of wealth management experience and over 25 years of CPA experience, we bring broad perspective to the financial decisions that matter most.
Our recommendations begin with your goals not products. Sometimes we recommend change. Sometimes we confirm you're already on the right path.
As an independent firm partnered with Advisor Resource Council, we combine personalized relationships with the resources of a larger advisory network.
See Disclosures
General Information
Firm Start Year
CRD#
7451096
Firm CRD#
.
States Licensed in
OK, TX, CA, WA, CO, KS, NE, ND, LA, GA, AR, PA, VA
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, Tax Advice and Services, Wealth Management
Services
Investment Types
Bonds, Options & Futures, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Video Conference, Our Office, Phone
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CPA
Securities Licenses
Series 65
Compensation and Fees
Fee Structure
Fee-Only
Disclosures
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LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
Disclaimer
Advisors associated with 360 Wealth Management may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA & SIPC, and investment advisor representatives of Advisor Resource Council; or (2) solely investment advisor representatives of Advisor Resource Council, and not affiliated with LPL Financial. Investment advice offered through Advisor Resource Council, a registered investment advisor. Advisor Resource Council and 360 Wealth Management are separate entities from LPL Financial.