Financial Perspectives
Financial Perspectives (CRD# 135549) is a financial advisory firm headquartered in Minneapolis, MN. They manage $864,619,491 in 1,672 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management865MILLION
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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, TX, WA, WI
Daniel Dugan (CRD# 2447554) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 30 years of experience in the finance industry.
David Dugan (CRD# 4635000) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 20 years of experience in the finance industry.
Luke Dugan (CRD# 5207925) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 16 years of experience in the finance industry.
Lisa Johnson (CRD# 5759594) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 10 years of experience in the finance industry.
Matthew Johnson (CRD# 4521008) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 20 years of experience in the finance industry.
Jennifer Lachinski (CRD# 5756002) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 9 years of experience in the finance industry.
Steven Loheit (CRD# 1764303) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 21 years of experience in the finance industry.
Austin Mandelkow (CRD# 7044023) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 5 years of experience in the finance industry.
Justin Marvin (CRD# 6351879) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 8 years of experience in the finance industry.
Marrissa Svenningsen (CRD# 4762482) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 19 years of experience in the finance industry.