Luke G Preaus
Investment adviser representative at Mariner Independent
10 yearsExperience
1 stateRegistered in
$7.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Mariner IndependentSep 2024 to now
- Regent Private WealthSep 2024 to now
- Regent BankFeb 2024 to Sep 2024
- Park Avenue SecuritiesFeb 2020 to Feb 2024
- Guardian Life Insurance CompanyJul 2018 to Feb 2024
- Oral Roberts UniversityAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OK).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 7014988
- Firm CRD
- 305418