Luke
Turner

Mariner Wealth

CRD#7360125
Investment Advisor
in West Des Moines, IA

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About this Advisor

Luke Turner is a financial advisor based in West Des Moines, Iowa, working with Mariner Wealth. Luke has previously held positions at Mariner Wealth, Mariner Wealth Advisors, Mercer Advisors, Cambridge Investment Research, Jet Physical Therapy, Horak Insurance, Premier One Supplies, and Truman State University. Luke has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Luke is part of Mariner Wealth, which operates out of West Des Moines, Iowa. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1045 76Th Street Suite 100
West Des Moines, IA 50266

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Mariner Wealth Brokerage Details

Total Assets Under Management

$81,106,925,484

IA Average: $2,243,162,756
Total Number of Employees

1,498

IA Average: 44
Total Number of Accounts

132,567

IA Average: 4,091
Average Account Size

$611,818

IA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Luke Turner Work History

2024 - Present (0 year)

Mariner Wealth

2023 - Present (1 year)

Truman State University

2023 - 2023 (< 1 year)

Mariner Wealth Advisors

2022 - 2022 (< 1 year)

Mercer Advisors

2022 - 2023 (1 year)

Truman State University

2021 - 2021 (< 1 year)

Cambridge Investment Research

2021 - 2022 (1 year)

Truman State University

2020 - 2021 (1 year)

Premier One Supplies

2020 - 2021 (1 year)

Truman State University

2018 - 2020 (2 years)

Jet Physical Therapy

2017 - 2018 (1 year)

Horak Insurance

Disclosures

Please visit the SEC profile of Luke Turner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mariner Wealth

Keith Dowling
Madison, NJ
Deann Elmore
Leawood, KS
Paul Cantor
Sarasota, FL
Karina Maureira
Los Angeles, CA
Dahlia Goldberg
Plano, TX
Brian Mcguire
Herndon, VA
Thomas Tilley
Scottsdale, AZ
Jonathan Carter
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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