Dawson G. Brooks
Investment adviser representative at Three Sixty Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$190.1MFirm assets
5 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Three Sixty Wealth Management, LLCNov 2023 to now
- Cwm, LLCAug 2024 to Dec 2024
- Illinois State UniversityAug 2022 to May 2024
- Red Wing Shoe StoreJan 2022 to Nov 2023
- Mckendree UniversityAug 2020 to May 2022
- Heyworth HighschoolAug 2019 to May 2020
- University High SchoolAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Three Sixty Wealth Management, LLC
$190.1MAssets managed
186Clients
4Advisers
5 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
- 7972668
- Firm CRD
- 301007