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3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-12-05 |
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 | Minneapolis | MN | 05/2018 | Present |
| Inn On Lake Superior | Duluth | MN | 04/2017 | 05/2018 |
| Dunham's Sporting Goods | Duluth | MN | 08/2016 | 04/2017 |
1) Financial Perspectives, Inc., 3300 Fernbrook Lane N, Suite 250, Minneapolis, MN 55447. RIA, Investment Related. 12/2005. 2) FP Tax & Accounting, LLC, 3300 Fernbrook Lane N, Suite 250, Minneapolis, MN 55447. Not investment related. Assist with tax preparation. 01/2022. 3) Notary Public Commission, 3300 Fernbrook Lane N, Suite 250, Minneapolis, MN 55447. Not investment related. 01/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-05 |
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