DB
Dawson G. Brooks
THREE SIXTY WEALTH MANAGEMENT
BLOOMINGTON, IL 61704
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CRD#: 7972668
DB
Professional summary
Dawson G. Brooks is a registered financial advisor currently at THREE SIXTY WEALTH MANAGEMENT, LLC located in Bloomington, Illinois.
Dawson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dawson has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Notary Public Since 02/2025 Not investment related Insurance Licensed Life and Health
CRS (Client Relationship Summary) - RIA
Click below to view Dawson G. Brooks's 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®
NoneExperience
Current
January 24, 2025 - Present
THREE SIXTY WEALTH MANAGEMENT, LLC
Office #1: 1702 Tullamore Ave Suite B, Bloomington, IL 61704RIA
CRD#: 301007
BLOOMINGTON, IL
Past
August 19, 2024 - January 2, 2025
CWM, LLC
RIA
CRD#: 155344
Bloomington, IL
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".
TS
THREE SIXTY WEALTH MANAGEMENT, LLC
THREE SIXTY WEALTH MANAGEMENT LLC | THREE SIXTY WEALTH MANAGEMENT, LLC
CRD#: 301007 / SEC#: 801-120638
RIA
Registered Investment Advisory firm - (3/29/2021 Approved)Arkansas
Registered Investment Advisory firm - (4/22/2021 Terminated)Florida
Registered Investment Advisory firm - (4/22/2021 Terminated)Illinois
Registered Investment Advisory firm - (4/22/2021 Terminated)Texas
Registered Investment Advisory firm - (4/22/2021 Terminated)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.Highlighted states indicate IAR registrations
IAR
Illinois(1/24/2025)
IAR
Texas(1/24/2025)
Current Firm
TS
THREE SIXTY WEALTH MANAGEMENT, LLC
THREE SIXTY WEALTH MANAGEMENT LLC | THREE SIXTY WEALTH MANAGEMENT, LLC
CRD#: 301007 / SEC#: 801-120638
RIA
Registered Investment Advisory firm - (3/29/2021 Approved)Arkansas
Registered Investment Advisory firm - (4/22/2021 Terminated)Florida
Registered Investment Advisory firm - (4/22/2021 Terminated)Illinois
Registered Investment Advisory firm - (4/22/2021 Terminated)Texas
Registered Investment Advisory firm - (4/22/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1702 Tullamore Ave Suite B, Bloomington, IL 61704
Mailing Address
Phone number
(630) 219-1695
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 649 |
| AUM (Assets Under Management) | $ 154,220,781 |
Red Flags
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Company Information
THREE SIXTY WEALTH MANAGEMENT, LLC
CRD#: 301007Bloomington, IL 61704TRUST BUT VERIFY
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