Licensing & Qualifications

Staying informed in an evolving industry is essential to delivering the right solutions. Luke Olney combines education in financial services with a strong understanding of today’s insurance and investment landscape—offering guidance tailored to individual goals and life stages. All required licensing and registrations have been obtained through rigorous examinations and ongoing professional development.

Insurance Licensing

Licensed to offer insurance products in the following jurisdictions:
California, Idaho, Montana, Ohio, Texas, Washington
Luke Olney, domiciled in WA, California Insurance License #: 4462007

Securities Registration

Registered to offer securities in the following jurisdictions:
Idaho, Montana, Texas, Washington

Financial Leadership

From long-term asset accumulation to income distribution in retirement, clients receive guidance designed to support their financial objectives. Every strategy begins with listening, followed by building a thoughtful, personalized plan—and then regularly reviewing progress to help stay on track.