Edward Perry has been an investment adviser representative at Lifepoint Planning, PLLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Lifepoint Planning, PLLC is a Schaumburg, IL firm with $168M under management, 110 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Ted Perry is Financial Planner/Operations Specialist of LifePoint Planning. He has held key roles in the financial services industry since 2013. His work spans financial, tax and retirement planning as well as business operations and automation, and he develops, refines and executes financial strategies for the firm's clients.
Edward Perry’s longest registration was 3 years at Advize Wealth Management (2021–2024). Before joining Lifepoint Planning, PLLC in 2024, Edward Perry was registered through Wealthsource® Partners and Advize Wealth Management.
- Lifepoint PlanningCurrent– present · 2 yearsGrand Rapids, MI · Adviser representative · Firm CRD 296911
- Wealthsource® Partners– · under a yearGrand Rapids, MI · Adviser representative · Firm CRD 282202
- Advize Wealth Management– · 3 yearsGrand Rapids, MI · Adviser representative · Firm CRD 297380
- Waddell & Reed– · 2 yearsGrandville, MI · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Edward Perry is registered as an investment adviser representative in Michigan, since July 2024.
- MichiganSince 25 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 May 2018 |
| Series 7 | General Securities Representative Examination | 30 March 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Edward Matthew Perry
- CRD
- 6169546
- Firm
- Lifepoint Planning, PLLC · CRD 296911
- Office
- Grand Rapids, MI
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifepointplanning.com
Where does Edward Perry work?
Edward Perry is an investment adviser representative registered through Lifepoint Planning, PLLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Edward Perry a financial advisor?
Yes. Edward Perry has a current investment-adviser registration in Michigan, through Lifepoint Planning, PLLC since July 2024.
How many years of experience does Edward Perry have?
Edward Perry has 8 years in the financial industry, since September 2018, across 4 adviser firms.
What exams has Edward Perry passed?
Edward Perry has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2018. FINRA credited Edward Perry with the SIE, which began in October 2018.
Where did Edward Perry work before Lifepoint Planning, PLLC?
Before Lifepoint Planning, PLLC, Edward Perry was registered through Wealthsource® Partners, March 2022 to March 2022; Advize Wealth Management, February 2021 to February 2024; Waddell & Reed, May 2018 to January 2021.
Where is Edward Perry based?
Edward Perry’s registered office is in Grand Rapids, MI.
Is Edward Perry registered with FINRA?
No. Edward Perry has no current broker registration.
How can I verify Edward Perry’s record?
Search CRD 6169546 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Perry’s full registration record.
