Financial Perspectives

Firm record

As recorded in SEC IAPD

Firm CRD

135549

SEC number

801-97343

Firm type

RIA

Assets under management

$1.2B as of Mar 25, 2026

Website

www.fpwealth.com ↗

Phone

763-553-7779

Address

3300 Fernbrook Ln N, Minneapolis, MN, 55447-5341

Advisors at this firm

14 in our index · page 1 of 1

• Daniel James DuganCRD 2447554 · Minneapolis, MN
  IA RegisteredBroker
• David William DuganCRD 4635000 · Minneapolis, MN
  IA RegisteredBroker
• Luke Michael DuganCRD 5207925 · Minneapolis, MN
  IA RegisteredBroker
• Olivia Nicole DreyCRD 7977632 · Minneapolis, MN
  IA RegisteredRegistration inactive
• Allison Lezette DuganCRD 7165093 · Minneapolis, MN
  IA Registered
• Lisa Kay JohnsonCRD 5759594 · Minneapolis, MN
  IA RegisteredBroker
• Matthew Steven JohnsonCRD 4521008 · Minneapolis, MN
  IA RegisteredBroker
• Jennifer Marie LachinskiCRD 5756002 · Minneapolis, MN
  IA RegisteredBroker
• Steven Howard LoheitCRD 1764303 · Minneapolis, MN
  IA RegisteredBroker
• Justin J MarvinCRD 6351879 · Minneapolis, MN
  IA RegisteredBroker
• Austin W MandelkowCRD 7044023 · Minneapolis, MN
  IA Registered
• Marrissa Sue SvenningsenCRD 4762482 · Minneapolis, MN
  IA RegisteredBroker
• Cayden Andrew SaxonCRD 7904718 · Minneapolis, MN
  IA Registered
• Nicole Lynn WilkenCRD 3208617 · Minneapolis, MN
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.