Matthew Lux has been an investment adviser representative at Asset Management Strategies since November 2014, and is not listed among the firm’s executive officers or direct owners.
Asset Management Strategies, Inc. is an Indianapolis, IN firm with $220M under management, 2,110 clients and 8 advisers across 3 offices, as of its March 2026 filing.
Matthew Lux’s longest registration is the current one, 11 years at Asset Management Strategies since 2014. Before joining Asset Management Strategies in 2014, Matthew Lux was registered through The Mutual Fund Store.
- – present · 11 yearsIndianapolis, IN · Adviser representative · Firm CRD 135173
- The Mutual Fund Store– · under a yearOverland Park, KS · Adviser representative · Firm CRD 109238
- The Mutual Fund Store– · 6 yearsDublin, OH · Adviser representative · Firm CRD 137965
Investment adviser representative registrations
Matthew Lux is registered as an investment adviser representative in Indiana, since November 2014.
- IndianaSince 21 November 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 November 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Joseph Lux
- CRD
- 5063521
- Firm
- Asset Management Strategies · CRD 135173
- Office
- 450 E. 96TH STREET, SUITE 500, Indianapolis, IN 46240
- Registration
- Investment adviser registration
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Lux work?
Matthew Lux is an investment adviser representative registered through Asset Management Strategies, Inc. since November 2014, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Lux a financial advisor?
Yes. Matthew Lux has a current investment-adviser registration in Indiana, through Asset Management Strategies since November 2014.
How many years of experience does Matthew Lux have?
Matthew Lux has 18 years in the financial industry, since December 2007, across 3 adviser firms.
What exams has Matthew Lux passed?
Matthew Lux passed the Series 65 in November 2005.
Where did Matthew Lux work before Asset Management Strategies?
Before Asset Management Strategies, Matthew Lux was registered through The Mutual Fund Store, September 2012 to December 2012; The Mutual Fund Store, December 2005 to September 2012.
Where is Matthew Lux based?
Matthew Lux’s registered office is in Indianapolis, IN.
Is Matthew Lux registered with FINRA?
No. Matthew Lux has no current broker registration.
How can I verify Matthew Lux’s record?
Search CRD 5063521 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Lux’s full registration record.
