Joseph Henry Lux

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 03/2019
  Roh Rich Lexus
  Pittsburgh, PA
• 04/2012 → 01/2020
  Dlux Productions
  Delmont, PA
• 03/2019 → 05/2021
  Integrity Retirement Solutions
  Greensburg, PA
• 03/2019 → 08/2019
  Retirement Wealth Advisors
  Greensburg, PA
• 03/2019 → 05/2021
  American Retirement Institute
  Kennesaw, GA
• 07/2019 → 05/2021
  My Employer Cares
  Greensburg, PA
• 08/2019 → 10/2023
  Blackridge Asset Management, Llc
  Williamsville, NY
• 05/2024 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 08/2021 → Present
  The Joe Lux Financial Team, Llc
  Delmont, PA

Previous Registrations

• 2019-08-22 → 2023-10-06
  Blackridge Asset Management, Llc
  Greensburg, PA
• 2019-03-14 → 2019-08-22
  Brookstone Wealth Advisors, Llc
  Greensburg, PA
• 2009-01-28 → 2012-03-02
  Pruco Securities, Llc.
  Canonsburg, PA
• 2002-08-08 → 2009-01-15
  Thrivent Investment Management Inc.
  Greeensburg, PA
  Greensburg, PA
  Greensburg, PA

Other Businesses

1. Joe Lux Financial; Investment Related; 412 Athena Dr Delmont PA 15626; Financial Planning; Owner; Investment Advisor Representative; 04/2024; 120 hrs/mo; 120hrs/mo during trading; Insurance and Advisory Services 2. The Joe Lux Financial Team, LLC, DBA Joe Lux Fiscal Fitness; 412 Athena Dr Delmont PA 15626; Financial Literacy; Owner; President; 08/2021; 40hrs/mo; 40hrs/mo during trading; Financial literacy programs to corporate clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-02
• S63 Uniform Securities Agent State Law Examination
  1992-03-23

Designations

• Certified Financial Planner

Other Names

• Joe Lux
• Joseph Henry Lux