360 Financial, a boutique wealth management firm, and Fleming Investment Group, a financial planning practice, announced their merger today, creating a comprehensive wealth management firm. The combined company will operate under the 360 Financial brand, servicing of over 1,000 clients and managing approximately $529 million in client assets.
Mike Rogers continues as the founder and president of 360 Financial. Fleming Investment Group’s former president, Brian Bohnsack, takes on the roles of senior vice president of 360 Financial and managing principal of the Elk River location. Amy Lemke, director of operations, manages the transition to 360 Financial for both teams with a collaborative transition plan. The headquarters for the combined company will be in Wayzata, Minnesota.
“We are excited to join forces with Fleming Investment Group. This opportunity is great for our firm to expand into the Northwest metro area, collaborate with an outstanding advisory team, and provide additional resources to our respective clients,” said Mike Rogers, president of 360 Financial. “Brian has built a tremendous client-focused planning practice and together we believe we will create a win-win environment for our firm and, more importantly, our clients.”