Danielle Renee Cain

Employer firm

360 Financial CRD 168600

$701M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 09/2022
  Fleming Investment Group
  Elk River, MN
• 05/2012 → 09/2022
  Commonwealth Finacial Network
  Waltham, MA
• 09/2022 → Present
  Lpl Financial Llc
  Elk River, MN
• 05/2024 → Present
  360 Financial
  Wayzata, MN
• 09/2022 → Present
  360 Financial
  Wayzata, MN
• 03/2007 → Present
  Independent Insurance Agent
  Elk River, MN

Other Businesses

1- 08/03/2022 - 360 Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2- 08/03/2022 - Notary - Inv Rel - At Reported Business Location(s) - Start Date 02/01/2013 - Time Spent 1% 3- 09/14/2022 - 360 FINANCIAL, INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - (Licensed Admin) Registered Admin - Start Date - 08/22/2022 - 160 Hours Per Month/40 Hours During Securities Trading - I provide administrative support to 360 FINANCIAL, INC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 04/28/2026 - 360Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/08/2026 - 1 hour per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-09-09

Designations

• Certified Financial Planner

Other Names

• Danielle Renee Sohlo