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 18 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, TN, TX, WA, WI

Financial Advisors at Financial Perspectives
Showing 11 - 13 of 13 top financial advisors.
11
Nicole Wilken, financial advisor Minneapolis MN
Nicole L. Wilken
CRD#: 3208617
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

Nicole Wilken (CRD# 3208617) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 24 years of experience in the finance industry.

12
Zachary Buesgens, financial advisor Minneapolis MN
Zachary K. Buesgens
CRD#: 7283013
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

Zachary Buesgens (CRD# 7283013) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 2 years of experience in the finance industry.

13
Allison Dugan, financial advisor Minneapolis MN
Allison L. Dugan
CRD#: 7165093
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

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.

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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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