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Cfp Timothy Lux Cpfa

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Cfp Timothy Lux Cpfa

Vice President of Financial Planning | Kingsview Partners

Chicago, Illinois, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp Timothy Lux Cpfa

Work Experience

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Vice President of Financial Planning at

Kingsview Partners

October 2023 - Present

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Client Relationship Manager at

Oxford Financial Group, Ltd.

August 2022 - October 2023

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Financial Planning Specialist at

Kingsview Partners

March 2021 - August 2022

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Financial Advisor at

McAdam Financial

September 2018 - March 2021

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Intern at

WR Wealth Planners

May 2017 - July 2018

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College Financial Representative at

Northwestern Mutual

May 2016 - December 2016

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Attorney's Assistant at

Faber and Brand

February 2014 - August 2014

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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

mail

****@kingsview.com

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