Michael Joel Urch

Current Employers

Employment History

• 06/2016 → 08/2018
  Md Financial / Vestment Financial
  Chanhassen, MN
• 08/2018 → 04/2023
  Brown Wealth Management, Llc
  Eden Prairie, MN
• 05/2023 → Present
  360 Financial
  Wayzata, MN
• 05/2023 → Present
  Lpl Financial
  Wayzata, MN
• 03/2025 → Present
  360 Financial
  Wayzata, MN

Previous Registrations

• 2018-08-15 → 2023-05-11
  Brown Wealth Management, Llc
  Eden Prairie, MN
• 2016-06-08 → 2018-12-12
  Md Financial Advisors / Vestment Financial
  Chanhassen, MN
• 2014-08-25 → 2016-06-03
  Pruco Securities, Llc.
  St. Louis Park, MN

Other Businesses

1) 5/19/2023- 360 Financial- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) - start date 4/24/2023 2) 07/05/2023 - 360 Financial Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/24/2023 - 160 Hours Per Month/ 8 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 04/2023. 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) 03/2025 - 360 Financial - Insurance Agent - Investment Related - Wayzata, MN

Exams

• S66 Uniform Combined State Law Examination
  2014-08-01

Designations

Other Names

• Michael Joel Urch