Kingsview Partners is pleased to welcome Tim Lux as our new Financial Planning Specialist. 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. In addition to being a Certified Plan Fiduciary Advisor, Tim is taking the Certified Financial Planner exam this year. He also holds Life, Accident & Health Producer and FINRA Series 65 licenses.
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. During his undergraduate experience, Tim volunteered with the Missouri Extensions Office preparing taxes and educating the public on personal financial matters. He also served as a mentor to his peers as a Student Leader.
Outside of work, Tim enjoys the great outdoors, volunteering for local charities such as Mercy Home for Boys & Girls, and spending time with his family and friends.