Timothy Lux Email & Phone Number
Vice President of Financial Planning @ Kingsview Partners
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Timothy Lux Location
- Chicago, IL, US
Timothy Lux Work
- 2023 -now Vice President of Financial Planning @
- 2022 -2023 Client Relationship Manager @
- 2021 -2022 Financial Planning Specialist @
- 2018 -2021 Financial Advisor @
- 2017 -2018 Intern @
- 2016 -2016 College Financial Representative @
- 2014 -2014 Attorney's Assistant @
Timothy Lux Education
- University of Missouri-Columbia
- St. Rita of Cascia High School
Timothy Lux Skills
- Effective Leader
- Collaborative Team Member
- Strong Communication Skills
- Attentive
- Public Speaking
- Analytic Problem Solving
- Easily Adaptable
- Critical Thinking
- Client Relations
- Microsoft Office
- Efficent
- Strategic Planning
- Sales
- Analytical Skills
- Money Guide Pro
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- PowerPoint
- Communication
- Customer Service
- Estate Planning
- Retirement Services
- Customer Relationship Management Crm
- Portfolio Performance Analysis
- Social Media
- Participant Education
- Personal Tax Planning
- Fiduciary Services
- Retirement Planning
- Account Management
- Wealth Management Services
- Event Planning
- Networking
- Portfolio Management
- CRM Databases
- Investments
- Retirement Plan Consulting
- Financial Services
- Morningstar
- Mutual Funds
- Direct Sales
- Education Savings
- Qualified Retirement Plans
- Investment Strategies
- Risk Management
- Qualitative Research
- Time Management
- Financial Analysis
- Personal Financial Planning
- Quantitative Research
- Due Diligence
- Financial Coaching
- Financial Education
- Fi360 Fiduciary Analysis
- Tax Advantaged Investment Strategies
- Money Management
- Suitability Analysis
- Customer Relationship Management
Timothy Lux Summary
- Timothy Lux, based in Chicago, IL, US, is currently a Vice President of Financial Planning at Kingsview Partners. Timothy Lux brings experience from previous roles at Oxford Financial Group, Ltd., Kingsview Partners, McAdam Financial and WR Wealth Planners. Timothy Lux holds a University of Missouri-Columbia. With a robust skill set that includes Effective Leader, Collaborative Team Member, Strong Communication Skills, Attentive, Public Speaking and more. Timothy Lux has 1 emails and 1 mobile phone numbers on RocketReach.
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