William Edward Grant
Investment adviser representative at 360 Financial
13 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
13 years in the industry.
- 360 FinancialAug 2023 to now
- LPL Financial, LLCJul 2023 to now
- Kovitz Investment Group Partners, LLCNov 2021 to Jul 2023
- Baxter Credit UnionJun 2017 to Oct 2021
- Bcu Wealth Advisors, LLCJun 2017 to Oct 2021
- Cuso Financial Services, L.P.Jun 2017 to Oct 2021
- Miami University (ohio)Aug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
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
- 6666298
- Firm CRD
- 168600