Timothy Lux Email & Phone Number
Vice President of Financial Planning @ Kingsview Partners
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Timothy Lux Location
- Chicago, IL, US
Timothy Lux Work
- Vice President of Financial Planning @ (October 2023 - Present)
- Client Relationship Manager @ (August 2022 - October 2023)
- Financial Planning Specialist @ (March 2021 - August 2022)
- Financial Advisor @ (September 2018 - March 2021)
- Intern @ (May 2017 - July 2018)
- College Financial Representative @ (May 2016 - December 2016)
- Attorney's Assistant @ (February 2014 - August 2014)
Timothy Lux Education
- University of Missouri-Columbia
Bachelor of Science (Personal Financial Planning)
- St. Rita of Cascia High School
High School Diploma
Timothy Lux Skills
- Account Management
- Analytic Problem Solving
- Analytical Skills
- Attentive
- CRM Databases
- Cash Flow Analysis
- Client Relations
- Collaborative Team Member
- Communication
- Critical Thinking
- Customer Relationship Management (CRM)
- Customer Service
- Direct Sales
- Due Diligence
- Easily Adaptable
- Education Savings
- Effective Leader
- Estate Planning
- Event Planning
- FI360 Fiduciary Analysis
- Fiduciary Services
- Financial Analysis
- Financial Coaching
- Financial Education
- Financial Services
- Investment Strategies
- Money Guide Pro
- Money Management
- Morningstar
- Networking
- Participant Education
- Personal Financial Planning
- Personal Tax Planning
- Portfolio Management
- Portfolio Performance Analysis
- Public Speaking
- Qualified Retirement Plans
- Qualitative Research
- Quantitative Research
- Retirement Plan Consulting
- Retirement Planning
- Retirement Services
- Risk Management
- Sales
- Social Media
- Strategic Planning
- Strong Communication Skills
- Suitability Analysis
- Tax-advantaged Investment Strategies
- Wealth Management Services
- Microsoft Office
- Efficent
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- PowerPoint
- Customer Relationship Management Crm
- Investments
- Mutual Funds
- Time Management
- Tax Advantaged Investment Strategies
- 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 Bachelor of Science in Personal Financial Planning @ University of Missouri-Columbia. With a robust skill set that includes Account Management, Analytic Problem Solving, Analytical Skills, Attentive, CRM Databases and more. Timothy Lux has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Timothy Lux?
Find contact details for 700 million professionals.
Top Kingsview Partners Employees
Misty House
Chief Experience Officer
Rogue River, OR, US
Peter Hiltz
Partner | Wealth Manager
Cincinnati, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co