Mitchell Dennis Zweber
Investment adviser representative at 360 Financial
11 yearsExperience
1 stateRegistered in
$700.5MFirm assets
13 yearsFirm in business
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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
11 years in the industry.
- LPL Financial LLCOct 2024 to now
- 360 FinancialSep 2024 to now
- Independent Insurance AgentJun 2015 to now
- Wells Fargo Clearing Services, LLCAug 2019 to Sep 2024
- Wells Fargo Bank, NAJul 2019 to Sep 2024
- The Prudential Insurance Company of AmericaSep 2015 to Jul 2019
- Pruco Securities LLC FormJun 2015 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
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
- 6508963
- Firm CRD
- 168600