Michael Joel Urch
Investment adviser representative at 360 Financial
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- 360 FinancialMay 2023 to now
- LPL FinancialMay 2023 to now
- Brown Wealth Management, LLCAug 2018 to Apr 2023
- Md Financial / Vestment FinancialJun 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 6207523
- Firm CRD
- 168600