Luke Perry has been an investment adviser representative at Whalen Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
Whalen Wealth Management Inc. is a Las Vegas, NV firm with $223M under management, 400 clients and 4 advisers in one office, as of its May 2026 filing.
Luke Perry is a Portfolio Manager at Whalen Financial. He oversees portfolio construction and ongoing investment strategy for the firm's clients.
Investment adviser representative registrations
Luke Perry is registered as an investment adviser representative in Nevada, since February 2025.
- NevadaSince 18 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7999270
- Firm
- Whalen Wealth Management · CRD 311869
- Office
- 7160 RAFAEL RIVERA WAY, SUITE 220, Las Vegas, NV 89113
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whalenfinancial.com
Where does Luke Perry work?
Luke Perry is an investment adviser representative registered through Whalen Wealth Management Inc. since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Luke Perry a financial advisor?
Yes. Luke Perry has a current investment-adviser registration in Nevada, through Whalen Wealth Management since February 2025.
How many years of experience does Luke Perry have?
Luke Perry has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Luke Perry passed?
Luke Perry passed the Series 65 in February 2025.
Where is Luke Perry based?
Luke Perry’s registered office is in Las Vegas, NV.
Is Luke Perry registered with FINRA?
No. Luke Perry has no current broker registration.
How can I verify Luke Perry’s record?
Search CRD 7999270 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Perry’s full registration record.
