Luke
Preaus
Mariner Independent
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About this Advisor
Luke Preaus is a financial advisor based in Tulsa, Oklahoma, working with Mariner Independent. Luke has previously held positions at Guardian Life Insurance Company, Oral Roberts University, Northeastern Oklahoma A&M, Park Avenue Securities, Mariner Independent, and Regent Bank. Luke has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Luke is part of Mariner Independent, which operates out of Tulsa, Oklahoma. The firm has 50 offices and 150 employees. Mariner Independent manages assets totaling $5.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$5,615,227,678
150
10,412
$539,303
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Luke Preaus Work History
Mariner Independent
Regent Bank
Park Avenue Securities
Guardian Life Insurance Company
Oral Roberts University
Northeastern Oklahoma A&M
Disclosures
Please visit the SEC profile of Luke Preaus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
