Allison
Dugan
Financial Perspectives
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About this Advisor
Allison Dugan is a financial advisor based in Minneapolis, Minnesota, working with Financial Perspectives. Allison has previously held positions at Financial Perspectives, University Of Minnesota, Bean Partners, Fusion Soccer Club, and Wayzata Schools. Allison has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Allison is part of Financial Perspectives, which operates out of Minneapolis, Minnesota. The firm has 2 offices and 13 employees. The firm manages assets totaling $864.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Financial Perspectives includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Perspectives Brokerage Details
$864,619,491
13
1,672
$517,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Allison Dugan Work History
Financial Perspectives
Financial Perspectives
Financial Perspectives
Bean Partners
Financial Perspectives
University Of Minnesota
Fusion Soccer Club
Financial Perspectives
Wayzata Schools
Disclosures
Please visit the SEC profile of Allison Dugan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Perspectives
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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