linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy Joseph Lux

Kingsview Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy Joseph Lux

Timothy Lux is an Investment Advisor Representative with Kingsview Wealth Management, LLC. Timothy Lux has been in the industry for over five years. Timothy Lux is a Certified Financial Planner and holds a Series 65 license. Timothy Lux has experience working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and investment companies. Timothy Lux specializes in providing financial planning, portfolio management, and selection of other advisors services. Timothy Lux has worked for various firms, including McAdam LLC, Wilkerson & Reynolds Wealth Management, Northwestern Mutual, Oxford Financial Group, LTD. Timothy Lux is currently employed at Kingsview Wealth Management, LLC.

Firm Information

Timothy Lux is currently registered with Kingsview Wealth Management, LLC. Kingsview Wealth Management, LLC is an investment advisor headquartered in Grants Pass, OR. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension plans. The firm has 80 licensed agents and 85 investment advisor representatives and manages over $4.84 billion in regulatory assets under management. They also offer other advisory services such as selection of other advisors and portfolio management for businesses.
Kingsview Wealth Management, LLC

509 SE 7TH STREET

GRANTS PASS, OR 97526

$4.85B

Assets Under Management

Not reported

Total Clients

92

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy Lux’s Registration & Firm History

IL

10/26/2023 - Present

Kingsview Wealth Management, LLC (CHICAGO IL)

Not sure if Timothy Joseph Lux is right for you?

Licenses & Designations

IA

Issued 12/07/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Joseph Lux.
Not sure if Timothy Joseph Lux is right for you?