Timothy Joseph Lux
Investment adviser representative at Kingsview Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Kingsview Wealth Management, LLCOct 2023 to now
- Kingsview Partners LLCOct 2023 to now
- Oxford Financial Group, Ltd.Aug 2022 to Oct 2023
- Kingsview PartnersMar 2021 to Aug 2022
- Mcadam LLCSep 2018 to Mar 2021
- Wilkerson & Reynolds Wealth ManagementMay 2017 to Jul 2018
- Northwestern MutualMay 2016 to Dec 2016
- University of MissouriAug 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Kingsview Wealth Management, LLC
$9BAssets managed
12,309Clients
115Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6647909
- Firm CRD
- 148107