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).

Current Firm Details
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447
http://www.fpwealth.com/
By the Numbers
  • Total Assets Under Management
    865
    MILLION
  • Total Number of Accounts
    1,672
    ACCOUNTS
  • Average Account Value
    $517,117
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, IL, MA, MI, MN, MO, NE, NJ, NY, OH, TX, WA, WI

Financial Advisors at Financial Perspectives
Showing 1 - 10 of 13 top financial advisors.
1
Daniel Dugan, financial advisor Minneapolis MN
Daniel J. Dugan
CRD#: 2447554
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

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.

2
David Dugan, financial advisor Minneapolis MN
David W. Dugan
CRD#: 4635000
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

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.

3
Luke Dugan, financial advisor Minneapolis MN
Luke M. Dugan
CRD#: 5207925
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

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.

4
Lisa Johnson, financial advisor Minneapolis MN
Lisa K. Johnson
CRD#: 5759594
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

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.

5
Matthew Johnson, financial advisor Minneapolis MN
Matthew S. Johnson
CRD#: 4521008
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

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.

6
Jennifer Lachinski, financial advisor Minneapolis MN
Jennifer M. Lachinski
CRD#: 5756002
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

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.

7
Steven Loheit, financial advisor Minneapolis MN
Steven H. Loheit
CRD#: 1764303
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

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.

8
Austin Mandelkow, financial advisor Minneapolis MN
Austin W. Mandelkow
CRD#: 7044023
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

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.

9
Justin Marvin, financial advisor Minneapolis MN
Justin J. Marvin
CRD#: 6351879
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

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.

10
Marrissa Svenningsen, financial advisor Minneapolis MN
Marrissa S. Svenningsen
CRD#: 4762482
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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