Best Investors Account Sign in
Inactive

Edward Francis Lux

Parkwoods Wealth Partners, LLC

Carmel, IN

Clayton, MO

Claim This Profile
Current Employers
Parkwoods Wealth Partners, Llc

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-08-01
  • IN RA
    APPROVED
    Since 2025-08-01

Branch Locations

11495 North Pennsylvania Street Suite 130, Carmel, IN 46032 • United States

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sullivan Commercial Supply, Llc Indianapolis IN 04/2011 12/2019
Engineered Facades Noblesville IN 12/2019 01/2022
Shoreline Asset Management, Llc Carmel IN 02/2022 08/2025
Parkwoods Wealth Partners, Llc Clayton MO 08/2025 Present
  • 04/2011 → 12/2019
    Sullivan Commercial Supply, Llc
    Indianapolis, IN
  • 12/2019 → 01/2022
    Engineered Facades
    Noblesville, IN
  • 02/2022 → 08/2025
    Shoreline Asset Management, Llc
    Carmel, IN
  • 08/2025 → Present
    Parkwoods Wealth Partners, Llc
    Clayton, MO
Previous Registrations
  • 2022-03-15 → 2025-12-10
    Shoreline Wealth Advisors
    Carmel, IN
Other Businesses

I am a member of an LLC that owns a retail store. We are the landlord with a triple net lease in place. We receive rental income and the LLC pays the members monthly distributions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-24
  • S65 Uniform Investment Adviser Law Examination
    2022-02-24

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor