Michael Urch has been an investment adviser representative at 360 Financial since May 2023, and is not listed among the firm’s executive officers or direct owners. Michael Urch holds a BA in Economics and Finance from Bethel 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.
Michael Urch is Senior Wealth Manager of 360 Financial. He advises clients on insurance planning, investment planning, retirement income planning, tax planning and estate planning. Before joining 360, he spent nine years at a Fortune 100 financial services company and then at planning-centric firms.
Michael Urch’s longest registration was 4 years at Brown Wealth Management, LLC (2018–2023). Before joining 360 Financial in 2023, Michael Urch was registered through Brown Wealth Management, LLC and MD Financial / Vestment Financial.
- LPL Financial LLCAlso current– present · 3 yearsGolden Valley, MN · Adviser representative and broker · Firm CRD 6413
- Brown Wealth Management, LLC– · 4 yearsEden Prairie, MN · Adviser representative · Firm CRD 121072
- MD Financial / Vestment Financial– · 2 yearsChanhassen, MN · Adviser representative · Firm CRD 168771
- Prudential Financial Planning Services– · 1 yearSt. Louis Park, MN · Adviser representative · Firm CRD 5685
Professional designations
Listed by 360 Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Urch is registered as an investment adviser representative in 2 states. Each was approved in May 2023.
- MinnesotaSince 22 May 2023
- TexasSince 22 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 21 June 2023 |
| SIE | Securities Industry Essentials Examination | 20 April 2023 |
| Series 66 | Uniform Combined State Law Examination | 1 August 2014 |
| Series 7 | General Securities Representative Examination | 16 July 2014 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Joel Urch
- CRD
- 6207523
- Firm
- 360 Financial · CRD 168600
- Office
- 849 LAKE STREET EAST, Wayzata, MN 55391
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- 360financial.net
Where does Michael Urch work?
Michael Urch is an investment adviser representative registered through 360 Financial, Inc. since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michael Urch a financial advisor?
Yes. Michael Urch has a current investment-adviser registration in Minnesota and Texas, through 360 Financial since May 2023.
How many years of experience does Michael Urch have?
Michael Urch has 12 years in the financial industry, since July 2014, across 5 adviser firms.
What exams has Michael Urch passed?
Michael Urch has passed 4 licensing exams: the Series 7, Series 66, SIE and Series 7TO. The earliest, the Series 7, was passed in July 2014.
Where did Michael Urch work before 360 Financial?
Before 360 Financial, Michael Urch was registered through Brown Wealth Management, LLC, August 2018 to May 2023; MD Financial / Vestment Financial, June 2016 to December 2018; Prudential Financial Planning Services, August 2014 to June 2016.
Where is Michael Urch based?
Michael Urch’s registered office is in Wayzata, MN.
Is Michael Urch registered with FINRA?
Yes. Michael Urch has a current broker registration, under CRD 6207523.
Source: FINRA BrokerCheck
Is Michael Urch a CFP?
360 Financial lists Michael Urch with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Urch’s record?
Search CRD 6207523 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Urch’s full registration record.
