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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

MICHAEL JOEL URCH

Advisor at 360 FINANCIAL

WAYZATA, MN

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Search this name across graphsid dfx:ria:d56cfd03-f969-3a60-72ef-76a28a9c81cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: 360 FINANCIAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 1, 2014
First registration: Aug 25, 2014
Dual registered: yes, broker-dealer
Other names: MICHAEL JOEL URCH
IAPD individual key: 6207523

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
360 FINANCIAL	Independent wealth	May 22, 2023	n/a	yes	WAYZATA, MN	Current employment
BROWN WEALTH MANAGEMENT, LLC	Former SEC adviser	Aug 15, 2018	May 11, 2023	no	EDEN PRAIRIE, MN	Previous registration
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL	Independent wealth	Jun 8, 2016	Dec 12, 2018	no	CHANHASSEN, MN	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Aug 25, 2014	Jun 3, 2016	no	ST. LOUIS PARK, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BROWN WEALTH MANAGEMENT, LLC	360 FINANCIAL	May 11, 2023	May 22, 2023	11	Firm change	RIA to RIA
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL	BROWN WEALTH MANAGEMENT, LLC	Dec 12, 2018	Aug 15, 2018	-119	Firm change after gap	RIA to RIA
PRUCO SECURITIES, LLC	MD FINANCIAL ADVISORS / VESTMENT FINANCIAL	Jun 3, 2016	Jun 8, 2016	5	Firm change	Other

Relationships

Registered with (4)

→ 360 FINANCIALRegistered adviserregistration: current employment
May 22, 2023 to presentfactForm ADV
→ BROWN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 15, 2018 to May 11, 2023factForm ADV
→ MD FINANCIAL ADVISORS / VESTMENT FINANCIALRegistered adviserregistration: previous registration
Jun 8, 2016 to Dec 12, 2018factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 25, 2014 to Jun 3, 2016factForm ADV

Dated events

Occurred
May 11, 2023
Advisor changed firm
Michael Joel Urch left Brown Wealth Management, Llc for 360 Financial (registered 2023-05-22)
Form ADVobserved 6 days ago