Mary Hannah O'leary
Investment adviser representative at Luken Investment Analytics, LLC
11 yearsExperience
8 statesRegistered in
ChFC®Designation
$292.2MFirm assets
Are you Mary Hannah O'leary? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Hannah O'leary, ChfcMar 2025 to now
- Luken Investment Analytics, LLCNov 2017 to now
- Sii InvestmentsMay 2017 to Oct 2017
- Levine Group LLCSep 2015 to Apr 2017
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 8 states (AL, FL, GA, IL, KY, LA, TN, TX).
Luken Investment Analytics, LLC
$292.2MAssets managed
267Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6564454
- Firm CRD
- 169008