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RIA / WealthAdvisorCertified Financial Planner13 years in industry

TIMOTHY JOSEPH LUX

Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC

GRANTS PASS, OR | CHICAGO, IL

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Search this name across graphsid dfx:ria:c7736d02-06f3-2b50-dfb5-901e1697246a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 12, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KINGSVIEW WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Dec 7, 2018
First registration: Dec 12, 2018
Dual registered: no
Other names: Tim Lux|Timmy Lux
IAPD individual key: 6647909

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KINGSVIEW WEALTH MANAGEMENT, LLC	Independent wealth	Oct 26, 2023	n/a	yes	CHICAGO, IL\|GRANTS PASS, OR	Current employment
OXFORD FINANCIAL GROUP, LTD	Independent wealth	Sep 6, 2022	Oct 6, 2023	no	CARMEL, IN\|Chicago, IL	Previous registration
KINGSVIEW WEALTH MANAGEMENT, LLC	Independent wealth	Mar 17, 2021	Sep 12, 2022	no	Chicago, IL	Previous registration
MCADAM LLC	Independent wealth	Dec 12, 2018	Mar 11, 2021	no	Chicago, IL\|RADNOR, PA\|Chicago, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OXFORD FINANCIAL GROUP, LTD	KINGSVIEW WEALTH MANAGEMENT, LLC	Oct 6, 2023	Oct 26, 2023	20	Firm change	RIA to RIA
KINGSVIEW WEALTH MANAGEMENT, LLC	OXFORD FINANCIAL GROUP, LTD	Sep 12, 2022	Sep 6, 2022	-6	Firm change	RIA to RIA
MCADAM LLC	KINGSVIEW WEALTH MANAGEMENT, LLC	Mar 11, 2021	Mar 17, 2021	6	Firm change	RIA to RIA

Relationships

Registered with (3)

→ KINGSVIEW WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 17, 2021 to Sep 12, 2022factForm ADV
→ OXFORD FINANCIAL GROUP, LTDRegistered adviserregistration: previous registration
Sep 6, 2022 to Oct 6, 2023factForm ADV
→ MCADAM LLCRegistered adviserregistration: previous registration
Dec 12, 2018 to Mar 11, 2021factForm ADV

Dated events

Occurred
Oct 6, 2023
Advisor changed firm
Timothy Joseph Lux left Oxford Financial Group, Ltd for Kingsview Wealth Management, Llc (registered 2023-10-26)
Form ADVobserved 6 days ago
Occurred
Sep 12, 2022
Advisor changed firm
Timothy Joseph Lux left Kingsview Wealth Management, Llc for Oxford Financial Group, Ltd (registered 2022-09-06)
Form ADVobserved 6 days ago