Danielle Renee Cain
Investment adviser representative at 360 Financial
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$700.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- 360 FinancialSep 2022 to now
- LPL Financial LLCSep 2022 to now
- Independent Insurance AgentMar 2007 to now
- Commonwealth Finacial NetworkMay 2012 to Sep 2022
- Fleming Investment GroupApr 2012 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MN).
360 Financial
Legal name: 360 Financial, Inc.
$700.5MAssets managed
1,206Clients
10Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4474049
- Firm CRD
- 168600