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Cfp Timothy Lux Cpfa
Cfp Timothy Lux Cpfa
Vice President of Financial Planning | Kingsview Partners
Chicago, Illinois, United States
Cfp Timothy Lux Cpfa
Summary
Timothy Lux is a seasoned financial planning professional currently serving as Vice President at Kingsview Partners in Chicago, Illinois. With a strong background in personal financial planning and wealth management, he has developed expertise in areas such as investment strategies, retirement planning, and fiduciary services. Timothy's career spans various roles, including client relationship management and financial advising, showcasing his versatility in the financial services industry. He is known for his effective leadership and analytical problem-solving skills, which have contributed to his success in managing client portfolios and fostering long-term relationships. An advocate for financial education, Timothy is passionate about empowering clients to make informed financial decisions. His recognition as the 2017 Edward Jones Portfolio Challenge Champion highlights his competitive edge and commitment to excellence in financial planning. Outside of work, he enjoys public speaking and sharing insights on financial literacy.
Cfp Timothy Lux Cpfa
Work Experience
Vice President of Financial Planning at
Kingsview Partners
October 2023 - Present
Client Relationship Manager at
Oxford Financial Group, Ltd.
August 2022 - October 2023
Financial Planning Specialist at
Kingsview Partners
March 2021 - August 2022
Financial Advisor at
McAdam Financial
September 2018 - March 2021
Intern at
WR Wealth Planners
May 2017 - July 2018
College Financial Representative at
Northwestern Mutual
May 2016 - December 2016
Attorney's Assistant at
Faber and Brand
February 2014 - August 2014
Cfp Timothy Lux Cpfa
Education
University of Missouri, Bachelor Of Science
St. Rita of Cascia High School, High School Diploma
Frequently Asked Questions about Cfp Timothy Lux Cpfa
What is Cfp Timothy Lux Cpfa email address?
Cfp Timothy Lux Cpfa's primary email address is ****@kingsview.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Timothy Lux Cpfa work for?
Cfp Timothy Lux Cpfa is a Vice President of Financial Planning at Kingsview Partners, a company specializing in Functions related to depository banking.
Where Cfp Timothy Lux Cpfa graduated from?
Cfp Timothy Lux Cpfa holds a degree in Personal Financial Planning from University of Missouri.
How can I directly contact Cfp Timothy Lux Cpfa?
To contact Cfp Timothy Lux Cpfa directly, you can use the email address ****@kingsview.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Timothy Lux Cpfa?
Timothy Lux is a seasoned financial planning professional currently serving as Vice President at Kingsview Partners in Chicago, Illinois. With a strong background in personal financial planning and wealth management, he has developed expertise in areas such as investment strategies, retirement planning, and fiduciary services. Timothy's career spans various roles, including client relationship management and financial advising, showcasing his versatility in the financial services industry. He is known for his effective leadership and analytical problem-solving skills, which have contributed to his success in managing client portfolios and fostering long-term relationships. An advocate for financial education, Timothy is passionate about empowering clients to make informed financial decisions. His recognition as the 2017 Edward Jones Portfolio Challenge Champion highlights his competitive edge and commitment to excellence in financial planning. Outside of work, he enjoys public speaking and sharing insights on financial literacy.
Cfp`s contact details
****@kingsview.com
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