Edward Matthew Perry
Investment adviser representative at Lifepoint Planning
12 yearsExperience
1 stateRegistered in
$168.5MFirm assets
1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Lifepoint PlanningMar 2024 to now
- Wealthsource Partners, LLCMar 2022 to Mar 2022
- Advize Wealth Management, PllcJan 2021 to Feb 2024
- W & R Insurance Agency, Inc.Jun 2018 to Dec 2020
- Grandville Group LLCNov 2017 to Dec 2020
- Waddell & Reed, Inc.Aug 2017 to Dec 2020
- Matthew William Cinco of Waddell & Reed, Inc.Oct 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Lifepoint Planning
Legal name: Lifepoint Planning, Pllc
$168.5MAssets managed
110Clients
3Advisers
1 yearIn 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
- 6169546
- Firm CRD
- 296911