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  5. FINANCIAL PERSPECTIVES, INC.

FINANCIAL PERSPECTIVES, INC.

Company Details

Name: FINANCIAL PERSPECTIVES, INC.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 22 Apr 2005 (20 years ago)
Company Number: 69bd3489-8bd4-e011-a886-001ec94ffe7f
File Number: 1331205-4
Registered Office Address: 3300 Fernbrook Lane N Suite 250, Minneapolis, MN 55447, USA
Principal Executive Office Address: 3300 FERNBROOK LN N STE 250, MINNEAPOLIS, MN 55447–5341, USA
ZIP code: 55447
County: Hennepin County
Place of Formation: Minnesota

Central Index Key

CIK number Mailing Address Business Address Phone
2003287 3300 FERNBROOK LN N, SUITE 250, MINNEAPOLIS, MN, 55447 3300 FERNBROOK LN N, SUITE 250, MINNEAPOLIS, MN, 55447 7633347211

Filings since 2024-10-17
Form type 13F-HR
File number 028-23491
Filing date 2024-10-17
Reporting date 2024-09-30
File View File

Filings since 2024-08-09
Form type 13F-HR
File number 028-23491
Filing date 2024-08-09
Reporting date 2024-06-30
File View File

Filings since 2024-07-25
Form type N-PX
File number 028-23491
Filing date 2024-07-25
Reporting date 2024-06-30
File View File

Filings since 2024-04-19
Form type 13F-HR
File number 028-23491
Filing date 2024-04-19
Reporting date 2024-03-31
File View File

Filings since 2024-02-01
Form type 13F-HR
File number 028-23491
Filing date 2024-02-01
Reporting date 2023-12-31
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2023-09-30
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2023-06-30
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2023-03-31
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2022-12-31
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2022-09-30
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2022-06-30
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2022-03-31
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2021-12-31
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2021-09-30
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2021-06-30
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2021-03-31
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2020-12-31
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2020-09-30
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2020-06-30
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2020-03-31
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-23491
Filing date 2024-01-10
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINANCIAL PERSPECTIVES, INC. 401(K) PLAN 2023 202751068 2024-06-04 FINANCIAL PERSPECTIVES, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 7635537779
Plan sponsor’s address 3300 FERNBROOK LANE N, SUITE 250, PLYMOUTH, MN, 55447

Signature of
Role Plan administrator
Date 2024-06-03
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-03
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PERSPECTIVES, INC. 401(K) PLAN 2022 202751068 2023-06-23 FINANCIAL PERSPECTIVES, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 7635537779
Plan sponsor’s address 3300 FERNBROOK LANE N, SUITE 250, PLYMOUTH, MN, 55447

Signature of
Role Plan administrator
Date 2023-06-23
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-23
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PERSPECTIVES, INC. 401(K) PLAN 2021 202751068 2022-06-20 FINANCIAL PERSPECTIVES, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 7635537779
Plan sponsor’s address 3300 FERNBROOK LANE N, SUITE 250, PLYMOUTH, MN, 55447

Signature of
Role Plan administrator
Date 2022-06-20
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-20
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PERSPECTIVES, INC. 401(K) PLAN 2020 202751068 2021-04-02 FINANCIAL PERSPECTIVES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 7635537779
Plan sponsor’s address 3300 FERNBROOK LANE N, SUITE 250, PLYMOUTH, MN, 55447

Signature of
Role Plan administrator
Date 2021-04-01
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-01
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PERSPECTIVES, INC. 401(K) PLAN 2019 202751068 2020-04-02 FINANCIAL PERSPECTIVES, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 7635537779
Plan sponsor’s address 3300 FERNBROOK LANE N, SUITE 250, PLYMOUTH, MN, 55447

Signature of
Role Plan administrator
Date 2020-04-02
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-02
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PERSPECTIVES, INC. 401(K) PLAN 2018 202751068 2019-03-25 FINANCIAL PERSPECTIVES, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 7635537779
Plan sponsor’s address 3025 HARBOR LANE, SUITE 200, PLYMOUTH, MN, 55447

Signature of
Role Plan administrator
Date 2019-03-25
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-03-25
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PERSPECTIVES, INC. 401(K) PLAN 2017 202751068 2018-05-17 FINANCIAL PERSPECTIVES, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 7635537779
Plan sponsor’s address 3025 HARBOR LANE, SUITE 200, PLYMOUTH, MN, 55447

Signature of
Role Plan administrator
Date 2018-05-17
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-17
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PERSPECTIVES, INC. 401(K) PLAN 2016 202751068 2017-02-01 FINANCIAL PERSPECTIVES, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 7635537779
Plan sponsor’s address 3025 HARBOR LANE, SUITE 200, PLYMOUTH, MN, 55447

Signature of
Role Plan administrator
Date 2017-02-01
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-01
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PERSPECTIVES, INC. 401(K) PLAN 2015 202751068 2016-07-18 FINANCIAL PERSPECTIVES, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 7635537779
Plan sponsor’s address 3025 HARBOR LANE, SUITE 200, PLYMOUTH, MN, 55447

Signature of
Role Plan administrator
Date 2016-07-15
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-15
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PERSPECTIVES, INC. 401(K) PLAN 2014 202751068 2015-01-20 FINANCIAL PERSPECTIVES, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 7635537779
Plan sponsor’s address 3025 HARBOR LANE, SUITE 200, PLYMOUTH, MN, 55447

Signature of
Role Plan administrator
Date 2015-01-20
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-01-20
Name of individual signing DANIEL DUGAN
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Daniel J Dugan Chief Executive Officer 4125 BROCKTON LN, MEDINA, MN 55340–9594, USA

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2020-02-28
Annual Reinstatement - Business Corporation (Domestic) 2014-08-28
Administrative Dissolution Name Hold Release - Business Corporation (Domestic) 2014-02-26
Administrative Dissolution - Business Corporation (Domestic) 2013-02-25
Original Filing - Business Corporation (Domestic) (Business Name: FINANCIAL PERSPECTIVES, INC.) 2005-04-22

Related by officers

Daniel J Dugan

FP Tax & Accounting, LLC

Related by address

3300 Fernbrook Lane N Suite 250, Minneapolis, MN 55447, USA

FP Tax & Accounting, LLC

Date of last update: 31 Dec 2024

Sources: Minnesota's Official State Website

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