Luke Bowen
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsNov 2025 to now
- Keller IsdSep 2025 to Oct 2025
- PrimericaJul 2025 to Oct 2025
- Take 5 Car WashMay 2025 to Jul 2025
- University of ArkansasAug 2023 to May 2025
- Outback SteakhouseJun 2023 to Aug 2023
- University of ArkansasAug 2021 to Jun 2023
- The Furniture ProsMay 2020 to Aug 2021
- Keller High SchoolFeb 2020 to May 2020
- Braum'sAug 2019 to Feb 2020
- Keller High SchoolAug 2017 to Aug 2019
- Keller Middle SchoolOct 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 8190020
- Firm CRD
- 104555