Financial Planning Specialist
Tim Lux is the Financial Planning Specialist for Kingsview Partners. His primary role is to provide planning support and education to advisors so they can best serve their clients. This includes training advisors on how to utilize the tools available to them, introducing relevant services and strategies for clients, and assisting in complex case design.
Before his position at Kingsview, Tim worked at two reputable RIAs, assisting clients and advisors in researching strategies, building financial plans, and helping small business owners and corporate employees reach their goals. He graduated from the University of Missouri in 2018 with a bachelor’s degree in Personal Financial Planning and has since earned the CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor designations. In addition to these, Tim also holds his Life, Accident & Health Producer and FINRA Series 65 Licenses.
Outside of work, you will find Tim enjoying the great outdoors, volunteering for local charities such as Mercy Home for Boys & Girls, and spending time with his family and friends.