Investment adviser representative · Financial Perspectives
William P. Dugan
CRD 6724258 · Minneapolis, MN
At a glance
William P. Dugan is an investment adviser representative with Financial Perspectives in Minneapolis, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2016, about 9 years ago.
Current advisory firms
- Financial PerspectivesSince October 2026Minneapolis, MN · $1.2B in regulatory assets
- Ieq Capital, LLCSince February 2025Dallas, TX · $57B in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Financial Perspectives
- Olivia N. DreyMinneapolis
- Allison L. DuganMinneapolis · Certified Financial Planner
- Daniel J. DuganMinneapolis
- Luke M. DuganMinneapolis
- Lisa K. JohnsonMinneapolis
- Matthew S. JohnsonMinneapolis
- Jennifer M. LachinskiMinneapolis
- Steven H. LoheitMinneapolis
Every advisor at Financial Perspectives →Financial Perspectives: assets, clients and custodians →Financial advisors in Minneapolis, MN →Every Financial Perspectives advisor in Minneapolis →Advisor Moves: who changed firms this week →