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Alternative Assets  + Private Equity  | 
360 Financial, Fleming Investment Group Announce Merger

360 Financial, Fleming Investment Group Announce Merger

360 Financial, a boutique wealth management firm, and Fleming Investment Group, a financial planning practice, recently announced a merger, creating a comprehensive wealth management firm.

The combined company will operate under the 360 Financial brand, servicing more than 1,000 clients and managing approximately $529 million in client assets.

Mike Rogers will continue as the founder and president of 360 Financial. Brian Bohnsack, Fleming Investment Group’s former president, takes on the role of senior vice president of 360 Financial.

Amy Lemke, director of operations, will manage the transition to 360 Financial for both teams. The headquarters for the combined company will be in Wayzata, Minnesota.

“We chose 360 Financial for many key reasons. Most important, 360 Financial’s core values closely parallel our firm,” said Brian Bohnsack, senior vice president of 360 Financial. “This new partnership also brings a local team of specialists that can assist us in many areas like investment management, advanced financial planning, and client service support.”

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360 Financial

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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