Luke Perry
Investment adviser representative at Bridgeport Financial Solutions
19 yearsExperience
1 stateRegistered in
$1BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
19 years in the industry.
- Bridgeport Financial SolutionsJun 2024 to now
- Cambridge Investment Research Advisor, Inc.Jun 2024 to now
- Cambridge Investment Research, Inc.Jun 2024 to now
- UnemployedOct 2023 to May 2024
- Fbl Financial GroupMay 2023 to Sep 2023
- Fbl Marketing Services, LLCMay 2023 to Sep 2023
- The WellJan 2023 to Mar 2023
- UnemployedFeb 2021 to Dec 2022
- Crosspointe Community ChurchJun 2020 to Jan 2021
- Cri Securities, LLCSep 2007 to Apr 2020
- Securian Financial Services, IncSep 2007 to Apr 2020
- Minnesota Life Insurance CompanyJun 2007 to Apr 2020
- North Star Consultants, IncJun 2007 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
Bridgeport Financial Solutions
Legal name: Bridgeport Financial Solutions LLC
$1BAssets managed
920Clients
13Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5223887
- Firm CRD
- 325485