Financial Perspectives

Financial Perspectives (CRD# 135549) is a financial advisory firm headquartered in Minneapolis, MN. They manage $546,144,000 in 1,722 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    546
    MILLION
  • Total Number of Accounts
    1,722
    ACCOUNTS
  • Average Account Value
    $317,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MA, MN, MO, NY, TX, WI

Financial Advisors at Financial Perspectives
Showing 1 - 9 of 9 top financial advisors.
1
David W. Dugan
CRD#: 4635000
3025 Harbor Lane N, Suite 200, Minneapolis, MN 55447
96
Wealthminder
score

David Dugan (CRD# 4635000) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 14 years of experience in the finance industry. David 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.

2
Daniel J. Dugan
CRD#: 2447554
3025 Harbor Lane N, Suite 200, Minneapolis, MN 55447
93
Wealthminder
score

Daniel Dugan (CRD# 2447554) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 23 years of experience in the finance industry.

3
Luke M. Dugan
CRD#: 5207925
3025 Harbor Lane N, Suite 200, Minneapolis, MN 55447
93
Wealthminder
score

Luke Dugan (CRD# 5207925) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 10 years of experience in the finance industry.

4
Matthew S. Johnson
CRD#: 4521008
3025 Harbor Lane N, Suite 200, Minneapolis, MN 55447
93
Wealthminder
score

Matthew Johnson (CRD# 4521008) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 14 years of experience in the finance industry.

5
Steven H. Loheit
CRD#: 1764303
3025 Harbor Lane N, Suite 200, Minneapolis, MN 55447
93
Wealthminder
score

Steven Loheit (CRD# 1764303) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 15 years of experience in the finance industry.

6
Marrissa S. Svenningsen
CRD#: 4762482
3025 Harbor Lane N, Suite 200, Minneapolis, MN 55447
93
Wealthminder
score

Marrissa Svenningsen (CRD# 4762482) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 13 years of experience in the finance industry.

7
Nicole L. Wilken
CRD#: 3208617
3025 Harbor Lane N, Suite 200, Minneapolis, MN 55447
93
Wealthminder
score

Nicole Wilken (CRD# 3208617) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 18 years of experience in the finance industry.

8
Lisa K. Johnson
CRD#: 5759594
3025 Harbor Lane N, Suite 200, Minneapolis, MN 55447
89
Wealthminder
score

Lisa Johnson (CRD# 5759594) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 4 years of experience in the finance industry.

9
Jennifer M. Lachinski
CRD#: 5756002
3025 Harbor Lane N, Suite 200, Minneapolis, MN 55447
88
Wealthminder
score

Jennifer Lachinski (CRD# 5756002) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.