Unclaimed Profile

Matthew Joseph Lux

TMFS-BOISE, LLC·DUBLIN, Ohio

Series 65Clean record20 years registeredTMFS-BOISE, LLC

5919 KARRIC SQUARE DRIVE, DUBLIN, OH 43016CRD# 5063521Firm CRD# 159851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Joseph Lux · DUBLIN, OH

Registration

CRD #5063521 · TMFS-BOISE, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ASSET MANAGEMENT STRATEGIES, INC.

Nov 2014 – present

THE MUTUAL FUND STORE

Sep 2012 – Dec 2012

OVERLAND PARK, KS

THE MUTUAL FUND STORE

Dec 2005 – Sep 2012

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 19, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TMFS-BOISE, LLC

CRD 159851 · SEC 801-72929

AUM

—

Regulatory assets under management

Services offered by TMFS-BOISE, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TMFS-BOISE, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Joseph Lux offer?

Matthew Joseph Lux specializes in Investment Management, Fee-Only Advisory. Contact their office in DUBLIN, Ohio for a consultation.

What are Matthew Joseph Lux's credentials?

Matthew Joseph Lux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Joseph Lux located?

Matthew Joseph Lux is based in DUBLIN, Ohio, working with TMFS-BOISE, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does Matthew Joseph Lux charge for services?

Matthew Joseph Lux's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TMFS-BOISE, LLC?

TMFS-BOISE, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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