John Vanderpoel

Vice President -- Finance and Compliance

Role: Vice President -- Finance, Compliance and Eos Integrator at 360 Financial
Location: Minneapolis, MN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Vice President -- Finance, Compliance and Eos Integrator
360 Financial
May 2020 — Present · Wayzata, MN, US

Education

UMN Carlson School of Management
Bachelor of Science (BS), Marketing and Economics
1981 — 1985
University of St. Thomas
N/A, Post Graduate work
1993 — 1994

Skills

Retirement Planning
Finra
Leadership
Protection Planning/Family Security
Fixed Annuities
Securities Regulation
Securities
Asset Managment
Investments
Wealth Management
Equities
Series 7
Retirement
Strategic Financial Planning
Series 24
Management
Employee Stock Options
Series 63
Portfolio Management
Investment Advisory
Asset Allocation
Mutual Funds
Financial Services
Saving for Education
Risk Management

Contact information

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Work email
•••••@360financial.net
Personal email
•••••@•••••.com
Direct dial
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Current company

360 Financial

Financial Services · 45 employees · Founded 1995 · Wayzata, Minnesota, United States

At 360 Financial, we believe your wealth strategy should be as unique as your vision and values. Since 1995, we’ve been dedicated to providing holistic financial planning and customized strategies that empower our clients to pursue their individual goals. Through it all, our mission remains the same: simplifying financial planning and guiding clients through life’s most significant financial decisions with clarity and confidence. We take a comprehensive, client-focused approach to wealth management through our Four Pillars of Wealth: •Asset Management: Investments, active portfolio management, and retirement planning. •Risk Management: Insurance, debt and cash flow management, and employee benefits. •Tax Strategies: Tax return analysis and small business planning. •Estate Planning: Legacy planning, wealth transfer, and charitable giving. With insight, expertise, and a commitment to your success, our team is here to support every step of your financial journey. For more details or to see the states where we are registered, visit Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Contact us: 95••••••00

360financial.net

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Experience

Vice President -- Finance, Compliance and Eos Integrator

Education

UMN Carlson School of Management

University of St. Thomas

Skills

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