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Luke Alan Olney

Advisor at Mass Mutual Investors Services — Enumclaw, WA

Updated today

Credentials

Series 65, Series 63

Experience

8 years

Location

Enumclaw, WA 98022

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,118

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Luke Olney is a financial advisor with Mass Mutual Investors Services in Enumclaw, WA, holding Series 65 and Series 63 licenses and having eight years of industry experience. His background includes roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services, where he worked for six years. Outside of his advisory work, Olney owns American Heritage Life Corporation, focusing on life, disability, long-term care, fixed annuities, and health and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools to deliver written recommendations tailored to client goals.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Enumclaw, WA

1219 Cole St.

Enumclaw WA 98022

Advisors at this office

1

Most active in

Texas · Washington

Work history

8 years of industry experience

MassMutual Life Insurance Company

2024 - Present • 2 years

Enumclaw, WA

MML Investors Services, LLC

2024 - Present • 2 years

Enumclaw, WA

Mutual of Omaha Insurance Company

2018 - 2024 • 6 years

Lynnwood, WA

Mutual of Omaha Investor Services

2018 - 2024 • 6 years

Lynnwood, WA

Western Washington University

2017 - 2018 • 1 year

Bellingham, WA

Bellingham Sportsplex

2017 - 2017 • 1 year

Bellingham, WA

Western Washington University

2016 - 2017 • 1 year

Bellingham, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robin N

Series 63, Series 65

Covington, WA

Sprylen Wealth Management, LLC

Robin Naylor is the principal of Sprylen Wealth Management, LLC in Kent, WA, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sandlapper Wealth Management and Sandlapper Securities. Naylor also operates Naylor Insurance & Financial Services, Inc., where he sells non-variable insurance products. Sprylen Wealth Management serves individuals, pension and profit-sharing plans, trusts, and small businesses by providing financial planning, retirement plan consulting, and investment advisory services. The firm primarily allocates client assets to third-party money managers and offers ongoing portfolio monitoring, client education, and a range of investment management styles.

Active portfolio management Founder/Business Owner
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Joseph D

Series 63

Auburn, WA

J Dostal Investments

Joseph Dostal is the sole advisor at J Dostal Investments with 24 years of industry experience and holds the Series 63 designation. He has managed J Dostal Investments since 2001. J Dostal Investments provides discretionary investment management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm focuses on human-directed security selection of U.S. companies with strong fundamentals and dividend histories, integrating fundamental and technical analysis while occasionally employing options and margin strategies.

Active portfolio management Options & derivatives strategies
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Justus R

Series 65

Enumclaw, WA

Firewall Capital Management

Justus Rainwater is a financial advisor at Firewall Capital Management with four years of industry experience. He holds a Series 65 credential and has been with Firewall Capital Management since 2021. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm employs a tactical asset allocation approach combined with modern portfolio theory and offers financial planning services at no additional charge to advisory clients.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Founder/Business Owner
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Heath R

Series 63, Series 65

Enumclaw, WA

Firewall Capital Management

Heath Rainwater is a financial advisor with Firewall Capital Management in Enumclaw, WA, holding Series 63 and Series 65 licenses and 24 years of industry experience. Since 2013, he has served as head pastor at Grace Point Northwest Community Church and also volunteers mentoring and teaching for the Full Gospel Church of Jesus Christ. Additionally, he is employed as a firefighter with the Seattle Fire Department. Firewall Capital Management provides discretionary investment management and financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm combines modern portfolio theory with tactical asset allocation using a range of securities, offering personalized services primarily on a discretionary basis.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Founder/Business Owner
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Virginia B

CFP®, Series 63, Series 65

Enumclaw, WA

Firewall Capital Management

Virginia Bruce is a CFP® professional with 25 years of industry experience. She has been with Firewall Capital Management in Enumclaw, WA, since 2011. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses. The firm’s investment approach combines modern portfolio theory with tactical asset allocation across various securities, managing approximately $66.9 million in client assets.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Founder/Business Owner
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King R

Series 65

Enumclaw, WA

Firewall Capital Management

King Rainwater is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Firewall Capital Management since 2022. Prior to this, he held various roles outside the financial sector. He is also the owner of Glass Capture, a business consulting venture for entrepreneurs and small businesses based in Enumclaw, WA. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm combines modern portfolio theory with tactical asset allocation, offering tailored accounts and free financial planning services to all clients and standalone planning to firefighters and their families.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Founder/Business Owner
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