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Robert A
CFP®, Series 63, Series 66
West Des Moines, IA
Mariner
Robert Anderson is a CFP® with 19 years of industry experience, currently advising at Mariner in West Des Moines, IA. He has previously worked at Avantax Investment Services, ProEquities, Inc., and Honkamp Krueger Financial Services. Anderson serves as a board member of the St. Pius X Church Foundation in Urbandale, IA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.
Luke T
Series 65
West Des Moines, IA
Mariner
Luke Turner is a financial advisor with Mariner in West Des Moines, IA, holding a Series 65 designation and two years of industry experience. His career includes roles at Mercer Advisors, Cambridge Investment Research, and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pensions, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers, providing customized discretionary portfolios alongside integrated tax, accounting, and family office capabilities.
Shea M
CFP®, Series 65
West Des Moines, IA
Mariner
Shea Mears is a CFP® and Series 65-licensed financial advisor at Mariner with 10 years of industry experience. Prior to joining Mariner in 2019, he worked at Gilbert & Cook, Inc. and Foster Group, Inc., and has a background as a CPA operating his own practice from 2001 to 2018. He also spent 14 years affiliated with Simpson College. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers across diverse strategies and offers integrated tax, accounting, and family office services uncommon for a firm of its scale.
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