EP
Edward M. Perry
LIFEPOINT PLANNING
Grand Rapids, MI
Some features on this profile are disabled
CRD#: 6169546
EP
Professional summary
Edward Matthew Perry, who also goes by Ted Matthew Perry, Teddy Matthew Perry, is a registered financial advisor currently at LIFEPOINT PLANNING located in Grand Rapids, Michigan.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Edward has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ted Matthew Perry | Teddy Matthew 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.
Insurance Agency Affiliations Ted Perry is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Perry's role with LifePoint Planning. As an insurance professional, Mr. Perry will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Perry is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Perry or the Advisor.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Matthew Perry's 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®
NoneExperience
Current
July 25, 2024 - Present
LIFEPOINT PLANNING
RIA
CRD#: 296911
Grand Rapids, MI
Past
March 7, 2022 - March 28, 2022
WEALTHSOURCE®
RIA
CRD#: 282202
GRAND RAPIDS, MI
Past
February 5, 2021 - February 20, 2024
ADVIZE WEALTH MANAGEMENT
RIA
CRD#: 297380
Grand Rapids, MI
Past
May 4, 2018 - January 8, 2021
WADDELL & REED
RIA
CRD#: 866
GRANDVILLE, MI
Past
March 30, 2018 - January 8, 2021
WADDELL & REED
BD
CRD#: 866
GRANDVILLE, MI
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".
LIFEPOINT PLANNING
LIFEPOINT PLANNING | LIFEPOINT PLANNING, PLLC
CRD#: 296911 / SEC#: 801-131948
RIA
Registered Investment Advisory firm - (2/7/2025 Approved)Florida
Registered Investment Advisory firm - (9/5/2024 Approved)Illinois
Registered Investment Advisory firm - (2/7/2025 Terminated)Louisiana
Registered Investment Advisory firm - (5/2/2022 Approved)Michigan
Registered Investment Advisory firm - (5/7/2018 Approved)Texas
Registered Investment Advisory firm - (7/6/2018 Conditional Restricted)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
Michigan(7/25/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LIFEPOINT PLANNING
LIFEPOINT PLANNING | LIFEPOINT PLANNING, PLLC
CRD#: 296911 / SEC#: 801-131948
RIA
Registered Investment Advisory firm - (2/7/2025 Approved)Florida
Registered Investment Advisory firm - (9/5/2024 Approved)Illinois
Registered Investment Advisory firm - (2/7/2025 Terminated)Louisiana
Registered Investment Advisory firm - (5/2/2022 Approved)Michigan
Registered Investment Advisory firm - (5/7/2018 Approved)Texas
Registered Investment Advisory firm - (7/6/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1821 Walden Office Square Suite 400, Schaumburg, IL 60173
Mailing Address
Phone number
(844) 505-3618
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 357 |
| AUM (Assets Under Management) | $ 118,882,866 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
