Grant Dressen has been an investment adviser representative at 360 Financial since May 2026, and is not listed among the firm’s executive officers or direct owners. Grant Dressen studied at Marquette University.
360 Financial, Inc. is a Wayzata, MN firm with $701M under management, 1,206 clients and 10 advisers across 3 offices, as of its May 2026 filing.
Grant Dressen is Associate Wealth Manager of 360 Financial. He works with founders, business owners and individuals with complex financial lives, coordinating CPAs, attorneys, bankers, and estate and insurance strategies. Before joining 360, he managed alternative investments on an ultra-high-net-worth private client team, helped launch Sezzle Capital, and founded CaudexCRE, an alternative investment management software firm for real estate family offices.
Grant Dressen’s longest registration was 2 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2019–2021). Before joining 360 Financial in 2026, Grant Dressen was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsWayzata, MN · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Grant Dressen is registered as an investment adviser representative in Minnesota, since May 2026.
- MinnesotaSince 12 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 May 2026 |
| Series 7TO | General Securities Representative Examination | 27 March 2026 |
| SIE | Securities Industry Essentials Examination | 2 February 2026 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Grant Robert Dressen
- CRD
- 7066329
- Firm
- 360 Financial · CRD 168600
- Office
- 849 LAKE STREET EAST, Wayzata, MN 55391
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- 360financial.net
Where does Grant Dressen work?
Grant Dressen is an investment adviser representative registered through 360 Financial, Inc. since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Grant Dressen a financial advisor?
Yes. Grant Dressen has a current investment-adviser registration in Minnesota, through 360 Financial since May 2026.
How many years of experience does Grant Dressen have?
Grant Dressen has 2 years in the financial industry, since January 2024, across 2 adviser firms.
What exams has Grant Dressen passed?
Grant Dressen has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2026.
Where did Grant Dressen work before 360 Financial?
Before 360 Financial, Grant Dressen was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, May 2019 to June 2021.
Where is Grant Dressen based?
Grant Dressen’s registered office is in Wayzata, MN.
Is Grant Dressen registered with FINRA?
Yes. Grant Dressen has a current broker registration, under CRD 7066329.
Source: FINRA BrokerCheck
How can I verify Grant Dressen’s record?
Search CRD 7066329 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Grant Dressen’s full registration record.
