Luke Perry
Investment adviser representative at Whalen Financial
27 yearsExperience
1 stateRegistered in
$223MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Whalen Wealth Management Inc.Dec 2024 to now
- Whalen FinancialMay 2023 to now
- Claremont UniversitySep 2022 to Jun 2023
- Pepperdine UniversityJan 2021 to Sep 2022
- StudentNov 2019 to May 2023
- U.S. NavyNov 1999 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NV).
Whalen Financial
Legal name: Whalen Wealth Management Inc.
$223MAssets managed
400Clients
5Advisers
5 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
- 7999270
- Firm CRD
- 311869