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President & Chief Operating Officer · Financial Perspectives

Luke M. Dugan

CRD 5207925 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Perspectives, an SEC-registered wealth manager based in Minneapolis, MN with $1.2 billion in regulatory assets, lists Luke M. Dugan on its Form ADV as President & Chief Operating Officer.

Firms and roles

  • Financial PerspectivesPresident & Chief Operating OfficerWealth manager · Minneapolis, MN · $1.2B in regulatory assets

AtlasMembers

Luke’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Luke’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.