Timothy
Lux

Kingsview Wealth Management, LLC

CRD#6647909
Investment Advisor
in Chicago, IL

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About this Advisor

Timothy Lux is a financial advisor based in Chicago, Illinois, working with Kingsview Wealth Management, LLC. Timothy has previously held positions at Mcadam LLC, University Of Missouri, Moraine Valley Community College, Moberly Area Community College, Wilkerson & Reynolds Wealth Management, Northwestern Mutual, On The Rocks, Bc Baseball, Deja Vu Comedy And Nightclub, Faber & Brand, LLC, Kingsview Partners, and Oxford Financial Group, LTD. Timothy has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Timothy is part of Kingsview Wealth Management, LLC, which operates out of Chicago, Illinois. The firm has 46 offices and 190 employees. The firm manages assets totaling $4.8 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 investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kingsview Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

33 N La Salle St Suite 2510
Chicago, IL 60602

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Kingsview Wealth Management, LLC Brokerage Details

Total Assets Under Management

$4,845,686,420

IL Average: $1,120,203,312
Total Number of Employees

190

IL Average: 50
Total Number of Accounts

18,332

IL Average: 1,309
Average Account Size

$264,329

IL Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Timothy Lux Work History

2023 - Present (1 year)

Kingsview Partners

2022 - 2023 (1 year)

Oxford Financial Group, LTD

2021 - 2022 (1 year)

Kingsview Partners

2018 - 2021 (3 years)

Mcadam LLC

2017 - 2018 (1 year)

Wilkerson & Reynolds Wealth Management

2016 - 2016 (< 1 year)

Northwestern Mutual

2016 - 2016 (< 1 year)

On The Rocks

2015 - 2015 (< 1 year)

Moraine Valley Community College

2015 - 2015 (< 1 year)

Bc Baseball

2015 - 2015 (< 1 year)

Deja Vu Comedy And Nightclub

2014 - 2014 (< 1 year)

Moberly Area Community College

2014 - 2014 (< 1 year)

Faber & Brand, LLC

2013 - 2018 (5 years)

University Of Missouri

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Disclosures

Please visit the SEC profile of Timothy Lux 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 Kingsview Wealth Management, LLC

Joseph Froemming
Raleigh, NC
Heather Ponsano
Eureka, CA
Jeffrey Champigny
Greensboro, NC
Ashli Newcomb
Paris, TN
Robert Porter
Myrtle Beach, SC
Trevin Bowen
Amarillo, TX
Jonathan Lubell
Soquel, CA
Christopher Cantu
Georgetown, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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