LPL Financial has added 360 Financial to its RIA custodial and broker-dealer platforms. 360 Financial is led by Mike Rogers, the firm’s founder and president. Dan Mahoney, Jeff Thompson and Tom Whitnah serve as financial advisors. As of December 2013, the firm supported brokerage and fee-based assets for private wealth management clients totaling approximately $150 million and retirement planning assets of $120 million.

Based in Minnetonka, Minn., 360 Financial provides comprehensive investment management and financial planning for retail clients and retirement plan sponsors.

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