Mark Edward Lux
Investment Adviser Representative at Parkwoods Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mark Edward Lux is an investment adviser representative with Parkwoods Wealth Partners, LLC in Carmel, IN, where they have been registered since 2025. They have worked in the securities industry since 2008 and have been registered with 4 firms, including Shoreline Wealth Advisors and The Mutual FUND Store. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MARK E LUX Insurance IncMar 1988 – no end date reportedFishers, IN
- Shoreline Asset Management, LLCOct 2015 – Aug 2025New Castle, IN
- Parkwoods Wealth Partners, LLCAug 2025 – no end date reportedClayton, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Parkwoods Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- First $1,000,0001.00%
- Next $2,000,0000.80%
- Next $2,000,0000.60%
- Next $5,000,0000.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Clayton, MO
- SEC file number:
- 801-130478
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Parkwoods Wealth Partners, LLC
Showing 12 of 26 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Edward Lux has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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