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LP

Luke W. Perry

BRIDGEPORT FINANCIAL SOLUTIONS
Fairfield, IA 52556
Some features on this profile are disabled
CRD#: 5223887
LP

Professional summary

Luke William Perry, who also goes by Luke William Perry, is a registered financial advisor currently at BRIDGEPORT FINANCIAL SOLUTIONS located in Fairfield, Iowa.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Luke has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Luke William Perry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke William Perry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 28, 2024 - Present

BRIDGEPORT FINANCIAL SOLUTIONS

Office #1: 1776 Pleasant Plain Road, Fairfield, IA 52556
RIA
CRD#: 325485
Fairfield, IA
Past

June 12, 2024 - December 31, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Fairfield, IA
Past

July 11, 2023 - October 16, 2023

FBL WEALTH MANAGEMENT, LLC

RIA
CRD#: 291396
West Des Moines, IA
Past

June 6, 2023 - October 16, 2023

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
Fairfield, IA
Past

January 17, 2008 - April 16, 2020

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
AUSTIN, TX
Past

January 17, 2008 - April 16, 2020

CRI SECURITIES, LLC

RIA
CRD#: 22589
AUSTIN, TX
Past

September 19, 2007 - April 16, 2020

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
AUSTIN, TX
Past

September 19, 2007 - April 16, 2020

CRI SECURITIES, LLC

BD
CRD#: 22589
AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BRIDGEPORT FINANCIAL SOLUTIONS
BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485 / SEC#: 801-127630

RIA
Registered Investment Advisory firm - (4/10/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(6/28/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/1/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/2007
General Securities Representative Examination

Current Firm

BF
BRIDGEPORT FINANCIAL SOLUTIONS
BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485 / SEC#: 801-127630

RIA
Registered Investment Advisory firm - (4/10/2023 Approved)
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Contact information

Main Address
2700 N Central Ave Suite 1200, Phoenix, AZ 85004
Mailing Address
Phone number
(877) 411-2737
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRIDGEPORT WRAP BROCHURE (3/28/2025)
BRIDGEPORT ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,572
AUM (Assets Under Management)$ 484,508,230

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485Fairfield, IA 52556

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