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Luke Perry

Whalen Financial

Las Vegas, NV

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Current Employers
Whalen Financial

7160 Rafael Rivera Way Suite 220, Las Vegas, NV 89113 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-02-18
  • NV RA
    APPROVED
    Since 2025-02-18

Branch Locations

7160 Rafael Rivera Way Suite 220, Las Vegas, NV 89113 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Navy Washington DC 11/1999 11/2019
Whalen Financial Las Vegas NV 05/2023 Present
Whalen Wealth Management Inc. Las Vegas NV 12/2024 Present
Student Malibu & Claremont CA 11/2019 05/2023
U.S. Navy Logan UT 11/2019 01/2021
Pepperdine University Malibu CA 01/2021 09/2022
Claremont University Claremont CA 09/2022 06/2023
  • 11/1999 → 11/2019
    U.S. Navy
    Washington, DC
  • 05/2023 → Present
    Whalen Financial
    Las Vegas, NV
  • 12/2024 → Present
    Whalen Wealth Management Inc.
    Las Vegas, NV
  • 11/2019 → 05/2023
    Student
    Malibu & Claremont, CA
  • 11/2019 → 01/2021
    U.S. Navy
    Logan, UT
  • 01/2021 → 09/2022
    Pepperdine University
    Malibu, CA
  • 09/2022 → 06/2023
    Claremont University
    Claremont, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-14
  • S65 Uniform Investment Adviser Law Examination
    2025-02-14

View on SEC IAPD

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Other Offices

YH&C INVESTMENTS INC. · LAS VEGAS, NV
MM MACHINE, LLC · LAS VEGAS, NV
QUANTIFIX CAPITAL MANAGEMENT, LLC · LAS VEGAS, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAS VEGAS, NV
AI AGENT CAPITAL, LLC · LAS VEGAS, NV
BETTER CAPITAL MANAGEMENT LLC · LAS VEGAS, NV
U.S. BANCORP ADVISORS, LLC · Las Vegas, NV
ROSTEN CAPITAL INVESTMENTS LLC · LAS VEGAS, NV

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