Luke Perry

Relationship Advisor

luke.perry@bridgeport.financial

Luke Perry joined BridgePort Financial Solutions (BridgePort) in 2024 as a Relationship Advisor, leveraging more than 12 years of experience as a financial advisor specializing in comprehensive financial planning. Luke is dedicated to helping clients achieve their goals by offering sound advice on financial plans and investment portfolios. 

Luke graduated from St. Ambrose University in 2005 and holds the Accredited Investment Fiduciary (AIF®) designation, along with FINRA Series 7 and 66 licenses.

BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.


 

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