Luken Investment Analytics, LLC

Mary O’Leary is a financial advisor at Luken Investment Analytics, LLC with eight years of industry experience. She holds the ChFC® designation and the Series 65 license. Her prior experience includes roles at Levine Group LLC and SII Investments. Outside of her advisory work, she provides financial planning education as an independent contractor. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm offers financial planning, discretionary portfolio management, and a paid model subscription service that delivers newsletters and security-rating recommendations to other advisors.

Carri Sanford is a financial advisor at Luken Investment Analytics, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wiley Bros-Aintree Capital LLC and as an independent professional. Outside of her advisory role, she is also active as a real estate agent with Vision Realty Partners. Luken Investment Analytics provides investment advisory and financial planning services to individual and high-net-worth clients, as well as subscription services to other investment advisers. The firm uses quantitative, technical, and charting analysis to manage portfolios and offers both a sponsored wrap fee program and a paid model subscription service for advisers.

Jackson Hornsby is a CFP® with five years of industry experience. He is currently with Luken Investment Analytics, LLC and previously worked at Wells Fargo Clearing Services and Fidelity Investments. Luken Investment Analytics, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as subscription-based services to other advisers. The firm uses quantitative, technical, and charting analysis to manage client portfolios and offers a wrap fee program alongside a paid Model Subscription Program for trade and allocation recommendations.

Gregory Luken is a financial advisor with Luken Investment Analytics, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at Luken Investment Analytics since 2013 and previously held roles at SII Investments, Inc. and Luken Investment Group. Outside of his advisory work, he serves as a trustee overseeing a trust account for a family member. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm provides financial planning, discretionary portfolio management, and a paid model subscription service, utilizing charting, technical, and quantitative analysis with quarterly model reviews, managing most assets on a discretionary basis.

Crawford Luken is a financial advisor at Luken Investment Analytics, LLC with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Luken Investment Analytics, he worked at LPL Financial and Securities America, Inc. He is also involved with Mobile Mentor, a separate business activity. Luken Investment Analytics, LLC provides investment advisory and financial planning services to individual and high-net-worth clients as well as subscription-based services to other advisers. The firm employs a model allocation approach with quarterly reviews using quantitative, technical, and charting analysis, and sponsors both a wrap fee program and a paid Model Subscription Program for other advisors.