Edward F. Lux

SHORELINE WEALTH ADVISORS

Carmel, IN 46032

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CRD#: 7516453

Professional summary

Edward Francis Lux is a registered financial advisor currently at SHORELINE WEALTH ADVISORS located in Carmel, Indiana and PARKWOODS WEALTH PARTNERS, LLC located in Carmel, Indiana.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Edward has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Francis Lux's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 15, 2022 - Present

SHORELINE WEALTH ADVISORS

Office #1: 11495 N. Pennsylvania St. Suite 130, Carmel, IN 46032

RIA

CRD#: 121764

Carmel, IN

Current

August 1, 2025 - Present

PARKWOODS WEALTH PARTNERS, LLC

Office #1: 11495 North Pennsylvania Street Suite 235, Carmel, IN 46032

RIA

CRD#: 331565

CARMEL, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(3/15/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/24/2022

Uniform Investment Adviser Law Examination

Current Firm

PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

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Contact information

Main Address

222 South Central Avenue Suite 550, Clayton, MO 63105

Mailing Address

Phone number

(877) 278-2716

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARKWOODS WEALTH PARTNERS, LLC FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts	745
AUM (Assets Under Management)	$ 408,594,987

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Edward F. Lux

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Francis Lux's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHORELINE WEALTH ADVISORS

PARKWOODS WEALTH PARTNERS, LLC

Primary Firm SEC Registration

PARKWOODS WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2022

Current Firm

PARKWOODS WEALTH PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARKWOODS WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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