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Brian D Bohnsack

Investment Adviser Representative at 360 Financial

Elk River, MNCRD #4809435Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian D. Bohnsack is an investment adviser representative in Elk River, MN, currently registered with 360 Financial and LPL Financial LLC. They have worked in the securities industry since 2004 and were previously registered with Commonwealth Financial Network. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota
Broker:
9 states and territories

Arizona, Florida, Hawaii, Minnesota, North Dakota, South Carolina, Texas, Washington, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/2/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/15/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

360 FinancialCurrent
10/12/2022 – Elk River, MN
LPL Financial LLCCurrent
10/4/2022 – Elk River, MN
Commonwealth Financial Network
1/21/2014 – 9/8/2022Elk River, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Commonwealth Financial Network
    May 2010 – Sep 2022Waltham, MA
  2. Fleming Investment Group
    May 2010 – Sep 2022Elk River, MN
  3. LPL Financial, LLC
    Sep 2022 – no end date reportedElk River, MN
  4. 360 Financial
    Sep 2022 – no end date reportedWayzata, MN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About 360 Financial

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$500,000 (waivable)
Firm's annual rate schedule by assets
  • $10,000 to $199,9991.60%
  • $200,000 to $749,9991.50%
  • $750,000 to $1,999,9991.20%
  • $2,000,000 to $4,999,9990.95%

+5 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
3
Main office:
Wayzata, MN
SEC file number:
801-78425

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 12, 2026

View full firm profile

Other advisors at 360 Financial

9 other advisors in the directory

View 360 Financial firm profile

Similar advisors in Elk River, MN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian D Bohnsack has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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