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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

5,061

Across 1,224 offices

Clients per advisor

89 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, holding Series 65 and Series 63 designations and eight years of industry experience. He previously worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services for six years. Olney is also the owner of American Heritage Life Corporation, an outside insurance business focusing on life, disability, long-term care, fixed annuities, and health and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver tailored recommendations without discretionary authority.

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

user avatar

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 principal of J Dostal Investments and has 23 years of industry experience. He has operated his independent investment advisory firm since 2001. The firm provides discretionary portfolio management and financial advisory services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. J Dostal Investments combines fundamental research with technical metrics to select individual securities, focusing on U.S. companies with global operations, durable business models, and histories of returning value to shareholders.

Active portfolio management Options & derivatives strategies
user avatar

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
user avatar

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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