Mark Lux
Wealth Advisor at Shoreline Wealth Advisors | United States
Mark Lux’s Email & Phone Number
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Wealth Advisor at Shoreline Wealth Advisors in January 2016 - Present
Western Michigan University, Bachelor of Science - BS
Providing personalized wealth management & financial planning. At Shoreline Wealth Advisors you’ll find we’re a little different … in a good way. The first thing you’ll notice is our enthusiasm for ensuring your wealth is more than simply managed. It’s made meaningful … in whatever ways mean the most to you. At Shoreline, you’ll discover: 1. A personal way to come home to your individual and professional wealth 2. A smart way to navigate Wall Street (Hint: It’s about YOU, not them) 3. A sensible way to think about investing 4. A deliberate way to organize your assets Shoreline Wealth Advisors ("Shoreline") is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Shoreline and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Shoreline does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
Discover more about Shoreline Wealth AdvisorsClient Service Representative at Shoreline Wealth Advisors
Client Service Representative at Shoreline Wealth Advisors
(January 2017 – Present)
Retirement Plan Advisor
Wealth Advisor at Shoreline Wealth Advisors
(February 2022 – Present)
Owner at Shoreline Wealth Advisors
Co-Owner at Shore & Company, P.C.
(January 2001 – Present)
Wealth Advisor and CPA at Shoreline Wealth Advisors
Owner at JD Brumbaugh Business Services
(January 2010 – Present)
Former Client Services Representative at Shoreline Asset Management
Shoreline provides wealth management for Individuals and businesses through a variety of tools i.e. IRA, Roth IRA, 401(k), 403(b), Simple Plans, CDs, Joint accounts, Trust accounts to name a few. Shoreline is a member of The BAM Alliance, a group of Registered Investment Advi...
What is Mark Lux email address?
Email Mark Lux at [email protected] and [email protected]. This email is the most updated Mark Lux's email found in 2026.
How to contact Mark Lux?
To contact Mark Lux send an email to [email protected] or [email protected].
What company does Mark Lux work for?
Mark Lux works for Shoreline Wealth Advisors.
What is Mark Lux's role at Shoreline Wealth Advisors?
Mark Lux is Wealth Advisor
What industry does Mark Lux work in?
Mark Lux works in the Financial Services industry.