Luke G Preaus
Advisor at Mariner Independent — Tulsa, OK
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Tulsa, OK 74136
Mariner Independent
Multi-team
Luke Preaus is a financial advisor with Mariner Independent in Tulsa, OK, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Regent Private Wealth, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is involved in life coaching through Panoplia Holdings LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives.
Based on Mariner Independent
Based on Mariner Independent
Financial planning and consulting fees may be charged as flat fees depending on services provided.
$0+: Up to 2.50% per annum, negotiable depending on client circumstances and services $10,000 - $25,000: AssetMark Platform for Mutual Fund accounts minimum $25,000 - $1,000,000: AssetMark Platform for Privately Managed and Unified Managed Accounts minimum $125,000+: Minimum for laddered bond fixed income strategy
Certain advisory personnel may receive commissions from insurance product sales; brokerage commissions may apply when clients purchase brokerage products separately.
Hourly rates applicable for certain consulting and financial planning services as negotiated.
Account minimum: $100,000 Minimum fee: Minimum fees may apply as set forth in client agreements, amount not explicitly specified. Fee-only: Financial planning and consulting fees billed on fixed fee basis, hourly basis, or percentage of assets; fees vary by service level.
Tulsa, OK
7136 S. Yale Avenue, Suite 200
Tulsa OK 74136
Advisors at this office
2
Oklahoma
5 years of industry experience
Regent Private Wealth
2024 - Present • 2 years
Tulsa, OK
Mariner Independent
2024 - Present • 2 years
Overland Park, KS
Regent Bank
2024 - 2024 • 1 year
Tusa, OK
Park Avenue securities
2020 - 2024 • 4 years
Tulsa, OK
Guardian life Insurance Company
2018 - 2024 • 6 years
Tulsa, OK
Oral Roberts University
2016 - 2018 • 2 years
Tulsa, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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