Douglas H. Arnest,  CFP<sup>&reg;</sup> - Financial Advisor

Douglas H. Arnest, CFP®


360 Financial, LLC

3307 146th St
Urbandale, IA 50323
(866) 360-3609
(415) 592-5812


Douglas Arnest is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at 360 Financial, LLC in Urbandale, IA and the surrounding communities.

Financial Advisor Overview

As a comprehensive financial planning expert, Douglas specializes in working with the recipients of settlements and awards as well as the attorneys who represent them.

Working together, Douglas will guide you through your financial transition, eliminate confusion and provide you with a 360 RoadMap, a step-by-step guide to navigate future complexities and safely build the next stages of your life.

Douglas has found that a good starting point is to ask you one simple question, “What do you want this settlement / verdict money to do for you?”

From here, he will take an inventory of your needs and your wants, those things you can’t do without versus those things you would really like to have. He will then help you create a 360 RoadMap that will show you step-by-step how to move forward.

Your 360 RoadMap will empower you with the knowledge necessary to make educated and informed financial decisions and may include any or all of the following:

Settlement Planning addresses Tax Consequences, Minor Settlements, Needs Based Benefits / Special Needs Trusts, Medicare Set-Asides and Qualified Settlement Funds.

Financial Planning addresses Income/Expenses (Budgeting), Net Worth, Emergency Fund, Current Needs Analysis, Insurance, Education Planning, Debt Management, Retirement Planning and Estate Planning.

Investment Options addresses a Cash Settlement, a Structured Settlement and/or a Managed Investment Account.


Financial Advisor Experience

360 Financial, LLC - 2014 to present
- President
- Certified Financial Planner (CFP®) (2015)
- Structured Settlement Planner
- Investment Advisor Representative

360 Holdings, LLC – 2013
- Principal
- Structured Settlement Planner
- Investment Advisor Representative

360 Financial Planning, LLC - 2010 – 2014
- Principal
- Structured Settlement Planner

High Impact Structures, LLC - 2005 – 2009
- Principal
- Structured Settlement Planner

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications

  • Other - Settlement Planner

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Sudden Wealth, Special Needs


Helpful Financial Planning Resources