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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-13-2010
- Office Locations
- 1
Office Locations
About Financial Perspectives
Financial Perspectives is a Minneapolis-based wealth management and financial planning firm delivering holistic advice through an “understand, plan, execute” process. The team supports portfolio construction alongside tax and estate planning and insurance. Portfolios emphasize asset allocation using ETFs and mutual funds, with ESG/socially responsible themes as applicable. The firm runs on Orion (with eMoney planning) and works with Fidelity/NFS and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL JAMES DUGAN
Chief Executive Officer
- CRD
- #2447554
- Ownership
- 75% or more
DAVID WILLIAM DUGAN
CPA, Secretary, TREASURER, VICE PRESIDENT
- CRD
- #4635000
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Olivia Nicole Drey
--
- CRD
- #7977632
Allison Lezette Dugan
Assistant Director
- CRD
- #7165093
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,165,566,386 | $630,718 |
| Non-Discretionary | $1,334,657 | $333,664 |
| Total | $1,166,901,043 | $630,076 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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