Grant R. Dressen

360 FINANCIAL

Wayzata, MN 55391

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CRD#: 7066329

Professional summary

Grant Robert Dressen, who also goes by Grant Dressen, is a registered financial advisor currently at 360 FINANCIAL located in Wayzata, Minnesota and LPL FINANCIAL LLC located in Wayzata, Minnesota.

Grant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Grant has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Grant Dressen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Robert Dressen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 12, 2026 - Present

360 FINANCIAL

Office #1: 849 Lake Street East, Wayzata, MN 55391

RIA

CRD#: 168600

Wayzata, MN

Current

March 30, 2026 - Present

LPL FINANCIAL LLC

Office #1: 849 Lake Street East, Wayzata, MN 55391

RIA

CRD#: 6413

Wayzata, MN

Past

May 31, 2019 - June 10, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WAYZATA, MN

Past

April 4, 2019 - June 10, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WAYZATA, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

360 FINANCIAL

360 FINANCIAL | 360 FINANCIAL, INC.

CRD#: 168600 / SEC#: 801-78425

RIA

Registered Investment Advisory firm - (8/30/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Minnesota
(5/4/2026)

IAR

Minnesota
(5/12/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/1/2026

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/27/2026

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/2/2026

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

360 FINANCIAL

360 FINANCIAL | 360 FINANCIAL, INC.

CRD#: 168600 / SEC#: 801-78425

RIA

Registered Investment Advisory firm - (8/30/2013 Approved)

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Contact information

Main Address

849 Lake Street East, Wayzata, MN 55391

Mailing Address

Phone number

(952) 542-8900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/11/2026)

Regulatory assets under management

Total Number of Accounts	2,079
AUM (Assets Under Management)	$ 700,535,009

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Grant R. Dressen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Robert Dressen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

360 FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 5/1/2026

Series 7TO

Date: 3/27/2026

SIE

Date: 2/2/2026

FINRA

Current Firm

360 FINANCIAL

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

360 FINANCIAL

TRUST BUT VERIFY

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