FINANCIAL PERSPECTIVES, INC. of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 135549). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Daniel James Dugan | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| David William Dugan | VICE PRESIDENT/SECRETARY/TREASURER | — |
| Nicole Lynn Wilken | CHIEF COMPLIANCE OFFICER | — |
| WILKEN NICOLE LYNN | CHIEF COMPLIANCE OFFICER | — |
| DUGAN VINCENT JAMES | PRESIDENT | — |
| DUGAN THOMAS WILLIAM | VICE PRESIDENT/SECRETARY/TREASURER | — |
| Luke Michael Dugan | PRESIDENT & CHIEF OPERATING OFFICER | — |