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3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| MN | RA | APPROVED | 2026-01-05 |
Branch Locations
3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Perspectives, Inc. | Plymouth | MN | 03/2006 | Present |
| Fp Dugan Llc | Minneapolis | MN | 09/2010 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2013 | Present |
1) FINANCIAL PERSPECTIVES, INC. RIA. INVESTMENT RELATED. 3300 Fernbrook Lane N, Suite 250, MINNEAPOLIS, MC 55447. INVESTMENT ADVISOR REPRESENTATIVE. 08/2007. 2) FP Tax and Accounting, LLC DBA Dugan & Company, 3300 FERNBROOK LANE N, SUITE 250, MINNEAPOLIS, MN 55447. TAX PREPARER, 33% OWNER. NOT INVESTMENT RELATED. JAN-APR ANNUALLY. 06/2005. 3) FP DUGAN, LLC., 3300 FERNBROOK LANE N, SUITE 250, MINNEAPOLIS, MN 55447. OWNER/CONSULTANT TO BUSINESSES RANGING FROM GENERAL OPERATING PROCEDURES TO SPECIFIC APPLICATIONS. NOT INVESTMENT RELATED. 05/2009.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-13 |
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