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Dawson G. Brooks

Three Sixty Wealth Management, LLC

Bloomington, IL

CRD 7972668

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Employer firm

Three Sixty Wealth Management, LLC CRD 301007

$190M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • CUTSTOM AND BUSINESS CONSULTING SERVICES

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

Current Employers
Three Sixty Wealth Management, Llc

1702 Tullamore Ave Suite B, Bloomington, IL 61704 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • IL RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

1702 Tullamore Ave Suite B, Bloomington, IL 61704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Three Sixty Wealth Management Bloomington IL 11/2023 05/2024
Red Wing Shoe Store Bloomington IL 01/2022 11/2023
Illinois State University Normal IL 08/2022 05/2024
Mckendree University Lebanon IL 08/2020 05/2022
Heyworth Highschool Heyworth IL 08/2019 05/2020
University High School Normal IL 08/2016 05/2019
Three Sixty Wealth Management Bloomington IL 05/2024 Present
Cwm, Llc Omaha NE 08/2024 12/2024
  • 11/2023 → 05/2024
    Three Sixty Wealth Management
    Bloomington, IL
  • 01/2022 → 11/2023
    Red Wing Shoe Store
    Bloomington, IL
  • 08/2022 → 05/2024
    Illinois State University
    Normal, IL
  • 08/2020 → 05/2022
    Mckendree University
    Lebanon, IL
  • 08/2019 → 05/2020
    Heyworth Highschool
    Heyworth, IL
  • 08/2016 → 05/2019
    University High School
    Normal, IL
  • 05/2024 → Present
    Three Sixty Wealth Management
    Bloomington, IL
  • 08/2024 → 12/2024
    Omaha, NE
Previous Registrations
  • 2024-08-19 → 2025-01-02
    Bloomington, IL
    Omaha, NE
Other Businesses

Notary Public Since 02/2025 Not investment related Insurance Licensed Life and Health

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-06
  • S65 Uniform Investment Adviser Law Examination
    2024-08-06

View on SEC IAPD

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