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Luke Thomas Osborn

Mariner

Carmel, IN

Indianapolis, IN

CRD 7725539

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Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-04-14
  • IN RA
    APPROVED
    Since 2025-04-14

Branch Locations

Carmel, IN • United States

9045 River Rd Suite 475, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 05/2023 10/2024
Harnham Phoenix AZ 06/2022 05/2023
Purdue University West Lafayette IN 07/2018 05/2022
Self-Employed Phoenix AZ 11/2022 04/2024
Edds Supplies Shipsewana IN 06/2014 08/2021
Northridge High School Middlebury IN 08/2014 05/2018
Mariner Overland Park KS 04/2025 Present
Edds Supplies Shipsewana IN 11/2024 02/2025
  • 05/2023 → 10/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 06/2022 → 05/2023
    Harnham
    Phoenix, AZ
  • 07/2018 → 05/2022
    Purdue University
    West Lafayette, IN
  • 11/2022 → 04/2024
    Self-Employed
    Phoenix, AZ
  • 06/2014 → 08/2021
    Edds Supplies
    Shipsewana, IN
  • 08/2014 → 05/2018
    Northridge High School
    Middlebury, IN
  • 04/2025 → Present
    Mariner
    Overland Park, KS
  • 11/2024 → 02/2025
    Edds Supplies
    Shipsewana, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-17
S63 Uniform Securities Agent State Law Examination 2023-07-31
  • S66 Uniform Combined State Law Examination
    2025-01-17
  • S63 Uniform Securities Agent State Law Examination
    2023-07-31
Other Names
  • Luke Osborn

View on SEC IAPD

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