William Grant has been an investment adviser representative at 360 Financial since August 2023, and is not listed among the firm’s executive officers or direct owners. William Grant holds a Bachelor of Science degree in Finance from Miami 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.
Will Grant is Senior Wealth Manager of 360 Financial. He provides values-based financial planning for clients preparing for retirement, business succession, education funding, wealth transfer and other financial events. Before joining 360, he spent seven years at a boutique RIA focused on healthcare executives with equity compensation and then at a large RIA.
William Grant’s longest registration is the current one, 3 years at LPL Financial LLC since 2023. Before joining 360 Financial in 2023, William Grant was registered through Kovitz Investment Group Partners, LLC and Cuso Financial Services, L.P.
- LPL Financial LLCAlso current– present · 3 yearsMinneapolis, MN · Adviser representative and broker · Firm CRD 6413
- Kovitz Investment Group Partners, LLC– · 1 yearChicago, IL · Adviser representative · Firm CRD 282241
- Cuso Financial Services, L.P.– · 2 yearsVernon Hills, IL · Adviser representative · Firm CRD 42132
- Bcu Wealth Advisors, LLC– · 3 yearsVernon Hills, IL · Adviser representative · Firm CRD 164173
Professional designations
Listed by 360 Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
William Grant is registered as an investment adviser representative in Minnesota, since August 2023.
- MinnesotaSince 16 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 15 January 2019 |
| Series 7TO | General Securities Representative Examination | 18 December 2018 |
| SIE | Securities Industry Essentials Examination | 27 November 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 January 2018 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Edward Grant
- CRD
- 6666298
- Firm
- 360 Financial · CRD 168600
- Office
- 849 LAKE STREET EAST, Wayzata, MN 55391
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- 360financial.net
Where does William Grant work?
William Grant is an investment adviser representative registered through 360 Financial, Inc. since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is William Grant a financial advisor?
Yes. William Grant has a current investment-adviser registration in Minnesota, through 360 Financial since August 2023.
How many years of experience does William Grant have?
William Grant has 8 years in the financial industry, since August 2018, across 5 adviser firms.
What exams has William Grant passed?
William Grant has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in January 2018.
Where did William Grant work before 360 Financial?
Before 360 Financial, William Grant was registered through Kovitz Investment Group Partners, LLC, November 2021 to July 2023; Cuso Financial Services, L.P., December 2018 to November 2021; Bcu Wealth Advisors, LLC, August 2018 to October 2021.
Where is William Grant based?
William Grant’s registered office is in Wayzata, MN.
Is William Grant registered with FINRA?
Yes. William Grant has a current broker registration, under CRD 6666298.
Source: FINRA BrokerCheck
Is William Grant a CFP?
360 Financial lists William Grant with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify William Grant’s record?
Search CRD 6666298 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Grant’s full registration record.
