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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Retirement Planning
    • -College Planning
  • Pension Consulting
    • -401k
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Lpl Financial, LLC 4 years, 2 months Mar 2015 - Present
360 Wealth Management, LLC 4 years, 2 months Mar 2015 - Present
Sg Long & Company 1 year, 10 months May 2013 - Mar 2015
Various Insurance Carriers for W&R Insurance Agencies 7 years, 8 months Sep 2005 - May 2013
Various Insurance Carriers for W&R Insurance Agencies 7 years, 8 months Sep 2005 - May 2013
Waddell & Reed, Inc. 7 years, 8 months Sep 2005 - May 2013

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Kenneth Hopkins

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
I recently got married, is it a good idea for my wife and I to write wills now?
I want to congratulate you on your recent marriage. A will is an important first step. Please find a local lawyer by visiting http://www.lawyers.com/, and also have a Financial Professional review your Life Insurance since you have a wife who may come to rely on your income and vice versa....  (more)
Answered Dec 2014
How do I find out how much money is in my retirement account?
You should receive statement at least quarterly, with your balance information, as well as phone numbers to contact Human Resources. If you have not received a statement recently, maybe the custodian does not have your current address if you have moved without updating your address with them....  (more)
Answered Dec 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      May 14, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      1
    • as of date
      May 14, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    360 Wealth Management, LLC

    Last updated on May 10, 2019
      • $1.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 7K
        Accounts
      • $186.8K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees