FP Wealth Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

The Firm
Financial Perspectives (FP) is a full-service wealth management firm founded on the principles of integrity and honesty.

Our Mission
To provide our clients with indispensable, holistic financial advice enabling them to achieve their goals and objectives.

Find FP Wealth employees' phone numbers or email addresses

FP Wealth Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

FP Wealth's Leadership

  • Stylized image of a person
    D. D.
    President
    Phone icon
  • Stylized image of a person
    J. L.
    Sr Financial Planner
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  • Stylized image of a person
    J. M.
    Financial Planner
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  • Stylized image of a person
    A. M.
    Financial Planner
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  • Stylized image of a person
    B. K.
    Tax Accountant
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  • Stylized image of a person
    D. D.
    Cpa
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  • Stylized image of a person
    A. M.
    Financial Planning Assistant
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  • Stylized image of a person
    L. J.
    Registered Assistant
    Phone icon

Contact profiles from FP Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. D.
    President
    Phone icon
    Oct 27, 2025
  • Stylized image of a person
    J. L.
    Sr Financial Planner
    Phone icon
    United StatesMinnesota
    Nov 16, 2025
  • Stylized image of a person
    J. M.
    Financial Planner
    Phone icon
    United StatesMinnesota
    Oct 20, 2025
  • Stylized image of a person
    A. M.
    Financial Planner
    Phone icon
    United StatesMinnesota
    Oct 20, 2025
  • Stylized image of a person
    B. K.
    Tax Accountant
    Phone icon
    United StatesMinnesota
    Oct 22, 2025
  • Stylized image of a person
    D. D.
    Cpa
    Phone icon
    United StatesSouth Dakota
    Nov 13, 2025
  • Stylized image of a person
    A. M.
    Financial Planning Assistant
    Phone icon
    United StatesMinnesota
    Aug 01, 2024
  • Stylized image of a person
    L. J.
    Registered Assistant
    Phone icon
    UNITED STATES
    Sep 09, 2025
  • Stylized image of a person
    M. S.
    Financial Planner
    Phone icon
    Sep 11, 2025
  • Stylized image of a person
    S. L.
    Financial Planner
    Phone icon
    UNITED STATES
    Sep 10, 2025

Frequently Asked Questions

What is FP Wealth known for?

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FP Wealth was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 3025 Harbor Lane North, Suite 200; you can contact the main corporate office by phone at . Explore FP Wealth's company overview page for more information.

What is FP Wealth's most common email format?

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FP Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FP Wealth email formats with LeadIQ.

How many employees does FP Wealth have currently?

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FP Wealth has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are FP Wealth's key employees and leadership?

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As of December 2025, FP Wealth's key employees include:

  • President: D. D.
  • Sr Financial Planner: J. L.
  • Financial Planner: J. M.
  • Financial Planner: A. M.
  • Tax Accountant: B. K.

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