William Edward Grant

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

• 06/2017 → 02/2019
  Bcu Wealth Advisors, Llc
  Vernon Hills, IL
• 06/2017 → 10/2021
  Baxter Credit Union
  Vernon Hills, IL
• 08/2013 → 05/2017
  Miami University (Ohio)
  Oxford, OH
• 02/2019 → 10/2021
  Bcu Wealth Advisors, Llc
  Vernon Hills, IL
• 11/2021 → 07/2023
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 08/2023 → Present
  360 Financial
  Wayzata, MN
• 07/2023 → Present
  Lpl Financial, Llc
  Wayzata, MN
• 06/2017 → 10/2021
  Cuso Financial Services, L.P.
  San Diego, CA

Previous Registrations

• 2021-11-03 → 2023-07-10
  Northcoast Asset Management Llc
  Stamford, CT
• 2018-12-19 → 2021-11-17
  Cuso Financial Services, L.P.
  Vernon Hills, IL
• 2018-08-21 → 2021-10-22
  Bcu Wealth Advisors, Llc
  Vernon Hills, IL

Other Businesses

1) 07/13/2023 - 360 Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2023 2) 08/16/2023 - 360 FINANCIAL, INC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 7/10/2023 - 160 Hours Per Month/ 80 Hours During Trading - Time Spent 100% - I provide investment advisory services through 360 FINANCIAL, INC, an independent investment advisor firm. I started this business activity in 07/2023. 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. 3) 11/03/2025- Podcast - The First 100- Other - Podcast Host- Not INV Related-Home Based- Start date Other - 11/01/2025- 2 Hours Per Month

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-15
• S65 Uniform Investment Adviser Law Examination
  2018-01-17

Designations

• Certified Financial Planner

Other Names

• William Edward Grant