FINANCIAL PERSPECTIVES, INC.
Legal name: FINANCIAL PERSPECTIVES
CRD #135549 SEC #801-97343 MINNEAPOLIS, MN 763-553-7779
SEC Registered
Total AUM
$1B
Discretionary
$998.9M
Employees
14
Clients
26
Accounts
1,754
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 15, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| DUGAN, DAVID, WILLIAM | I | VICE PRESIDENT/SECRETARY/TREASURER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKEN, NICOLE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
| DUGAN, DANIEL, JAMES | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 15, 2025 REGISTERED
Notice Filings (20)
AZ CA CO FL GA IA IL MA MI MN MO NE NJ NY OH SD TN TX WA WI
Address
3300 FERNBROOK LN NSUITE 250
MINNEAPOLIS, MN 55447-5341
United States
Phone: 763-553-7779