FINANCIAL PERSPECTIVES, INC.

FINANCIAL PERSPECTIVES
MINNEAPOLIS, Minnesota·3 registered advisors·CRD# 135549
SEC# 801-973433763-553-7779
01

Firm Overview

AUM
$865M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL PERSPECTIVES, INC.

3 registered advisors
Daniel James Dugan
MINNEAPOLIS, Minnesota
David William Dugan
MINNEAPOLIS, Minnesota
Nicole Lynn Wilken
MINNEAPOLIS, Minnesota
05

Office Locations

MINNEAPOLIS, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL PERSPECTIVES, INC. (CRD# 135549) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.