Truist Advisory Services
42yrs
Top advisor by experience in Westlake
New
Luke Bowen
Financial advisor at Strategic Advisers
Luke Bowen is a fiduciary financial advisor in Westlake, Texas, registered since Mar 2026. Luke joined Strategic Advisers in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 522 advisors with offices in Westlake, and one of 518 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
OfficeOne Destiny Way, Westlake, TX 76262
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowStrategic Advisers LLCCurrent firm
Contact Luke
(617) 563-7000Firm headquarters in Boston, MA. Ask for Luke. One Destiny WayWestlake, TX 76262Office · Get directions
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Questions to ask Luke
Tailored to Luke’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Luke
How do I contact Luke?
Call Strategic Advisers at (617) 563-7000 and ask for Luke Bowen. Luke works from the Westlake, TX office.
How long has Luke been a financial advisor?
Luke is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Luke hold?
Series 66. Tap any license on this page to see what it allows.
Is Luke a fiduciary?
Luke is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luke paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Luke for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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