Allison Dugan (CRD# 7165093) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 4 years of experience in the finance industry. Allison Dugan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1246048
Thrivent Advisor Network, LLC
CRD# 6253732
Isc Financial Advisors
CRD# 5609846
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Perspectives | Plymouth, MN | Aug 2019 - Current | 4 |
| University Of Minnesota | Minneapolis, MN | Sep 2015 - Aug 2019 | 3 |
| Financial Perspectives | Plymouth, MN | Jun 2018 - Aug 2018 | < 1 |
| Financial Perspectives | Plymouth, MN | Jul 2017 - Sep 2017 | < 1 |
| Bean Partners | London, | May 2017 - Jul 2017 | < 1 |
| Financial Perspectives | Plymouth, MN | Jun 2016 - Aug 2016 | < 1 |
| Fusion Soccer Club | Plymouth, MN | Jun 2015 - Sep 2015 | < 1 |
| Financial Perspectives | Plymouth, MN | Jun 2015 - Aug 2015 | < 1 |
| Wayzata Schools | Wayzata, MN | Aug 2009 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- MN
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Total Assets Under Management865MILLIONS
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Total Number of Accounts1,672ACCOUNTS
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Average Account Value$517,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, CO, FL, IA, IL, MA, MI, MN, MO, NE, NJ, NY, OH, TN, TX, WA, WI
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