Mitchell Zweber has been an investment adviser representative at 360 Financial since October 2024, and is not listed among the firm’s executive officers or direct owners. Mitchell Zweber holds a BBA in Business Management from the University of Wisconsin-Whitewater.
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.
Mitch Zweber is Senior Wealth Manager of 360 Financial. He focuses on portfolio management, retirement planning, estate planning and goal funding. Before joining 360, he was a Senior Wealth Management Banker at Wells Fargo and a financial advisor at Prudential Financial.
Mitchell Zweber’s longest registration was 5 years at Wells Fargo Advisors (2019–2024). Before joining 360 Financial in 2024, Mitchell Zweber was registered through LPL Financial LLC and Wells Fargo Advisors.
- LPL Financial LLC– · under a yearFort Mill, SC · Adviser representative · Firm CRD 6413
- Wells Fargo Advisors– · 5 yearsMinneapolis, MN · Adviser representative · Firm CRD 19616
- Prudential Financial Planning Services– · 2 yearsSt. Louis Park, MN · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Mitchell Zweber is registered as an investment adviser representative in Minnesota, since October 2024.
- MinnesotaSince 3 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 16 February 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 September 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 July 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mitchell Dennis Zweber
- CRD
- 6508963
- Firm
- 360 Financial · CRD 168600
- Office
- 849 LAKE STREET EAST, Wayzata, MN 55391
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- 360financial.net
Where does Mitchell Zweber work?
Mitchell Zweber is an investment adviser representative registered through 360 Financial, Inc. since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Mitchell Zweber a financial advisor?
Yes. Mitchell Zweber has a current investment-adviser registration in Minnesota, through 360 Financial since October 2024.
How many years of experience does Mitchell Zweber have?
Mitchell Zweber has 11 years in the financial industry, since September 2015, across 4 adviser firms.
What exams has Mitchell Zweber passed?
Mitchell Zweber has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in July 2015. FINRA credited Mitchell Zweber with the SIE, which began in October 2018.
Where did Mitchell Zweber work before 360 Financial?
Before 360 Financial, Mitchell Zweber was registered through Wells Fargo Advisors, August 2019 to August 2024; Prudential Financial Planning Services, September 2016 to July 2019.
Where is Mitchell Zweber based?
Mitchell Zweber’s registered office is in Wayzata, MN.
Is Mitchell Zweber registered with FINRA?
Yes. Mitchell Zweber has a current broker registration, under CRD 6508963.
Source: FINRA BrokerCheck
How can I verify Mitchell Zweber’s record?
Search CRD 6508963 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mitchell Zweber’s full registration record.
