Michael Patrick Lynch, CFA, CFP | Financial Professional | Lake Zurich, Illinois | HIGHPOINT PLANNING PARTNERS

Professional summary

Michael Patrick Lynch, CFA, CFP® is a registered financial advisor currently at HIGHPOINT PLANNING PARTNERS located in Lake Zurich, Illinois and LPL FINANCIAL LLC located in Lake Zurich, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Michael has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 27, Series 24 and Series 28 exams.

Question & Answer

What are your service offerings?

Estate Planning

Investment Planning

Retirement Planning

What is your minimum asset requirement?

250K

How do you get paid?

Commission and Fee

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.

1. 08/26/2016 - No business name / Trails/ Inv Rel / 365 Surryse Rd Ste 150 Lake Zurich IL 60047 / Start 09/01/1990 / non-variable insurance - trails only / 1 hrs/mo; 1 hrs during securities trading hrs. 2. 09/02/2016 - Mike Lynch, Inc - Business Entity For Tax/Investment Purposes Only - Mike Lynch, Inc- Inv Rel - 365 Surryse Road, Suite 150, Lake Zurich IL 60047 - Start 01/01/2009 - Internal DBA is used for LPL business income for tax reasons - 20 hrs/mo; during securities trading hrs. 3. 11/03/2016 - Mike Lynch, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 01/01/2009 - 20 Hr/Mo; 20 Hour(s) During Securities Trading. 4. 12/21/2016 - HighPoint Planning Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 12/01/2016 - 80 Hours Per Month/40 Hours During Securities Trading. 5. 12/28/2016 - HighPoint Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/01/2016 - 80 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through HighPoint Advisor Group an independent investment advisor firm. I started this business activity in December 2016. I expect to spend approximately 80 hours per monthon this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 7/10/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:09/01/1990 - 3 Hours Per Month/3 Hours During Trading. 7. 10/17/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Notary Public - Notary Public - Start Date - 09/26/2022 - 1 Hours Per Month/1 Hours During Securities Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Lynch'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

December 9, 2021 - Present

HIGHPOINT PLANNING PARTNERS

Office #1: 365 Surryse Road, Suite 150, Lake Zurich, IL 60047

RIA

CRD#: 316636

Lake Zurich, IL

Current

May 16, 2012 - Present

LPL FINANCIAL LLC

Office #1: 365 Surryse Rd Ste 150, Lake Zurich, IL 60047

RIA

BD

CRD#: 10078

BOSTON, MA

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".

HP

HIGHPOINT PLANNING PARTNERS

CRD#: 316636 / SEC#: 801-122583

RIA

Registered Investment Advisory firm - (10/29/2021 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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Arizona
(1/31/2014)

RR

California
(5/16/2012)

RR

Florida
(5/21/2012)

RR

Illinois
(5/16/2012)

IAR

Illinois
(12/9/2021)

RR

Indiana
(5/16/2012)

RR

Iowa
(5/22/2012)

RR

Kentucky
(2/20/2024)

RR

Maine
(4/12/2022)

RR

Massachusetts
(4/11/2022)

RR

Michigan
(9/24/2013)

RR

Minnesota
(4/19/2022)

RR

Nebraska
(2/23/2021)

RR

Ohio
(5/13/2013)

RR

Pennsylvania
(5/17/2012)

RR

Tennessee
(9/3/2015)

RR

Texas
(5/16/2012)

IAR

Texas
(2/8/2022)

RR

Wisconsin
(5/16/2012)

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. Note: This rule does not apply to broker-dealer activity.

HP

HIGHPOINT PLANNING PARTNERS

CRD#: 316636 / SEC#: 801-122583

RIA

Registered Investment Advisory firm - (10/29/2021 Approved)

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Contact information

Main Address

2651 Warrenville Road Suite 200, Downers Grove, IL 60515

Mailing Address

Phone number

(630) 719-9222

Established

Firm type

Fiscal year end

# of Employees

104

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HPAG FORM ADV PART 2A (4/8/2025)

HPAG ADV PART 2A APPENDIX 1 - WRAP PROGRAM BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	13,813
AUM (Assets Under Management)	$ 3,999,000,000

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Michael P. Lynch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Lynch's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

HIGHPOINT PLANNING PARTNERS

LPL FINANCIAL LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

WATERSTONE FINANCIAL GROUP, INC.

WATERSTONE FINANCIAL GROUP, INC.

MACBETH & ASSOCIATES, INC.

RE-DIRECT SECURITIES CORP

ENERIC FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

RE-DIRECT SECURITIES CORP

WATERSTONE FINANCIAL GROUP, INC.

Primary Firm SEC Registration

HIGHPOINT PLANNING PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/1997

Series 63

Date: 8/21/1991

SIE

Date: 10/1/2018

Series 7

Date: 8/19/1991

Series 27

Date: 3/7/1996

Series 24

Date: 5/17/1994

Series 28

Date: 1/3/1994

FINRA

Current Firm

HIGHPOINT PLANNING PARTNERS

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HIGHPOINT PLANNING PARTNERS

TRUST BUT VERIFY

Contact information

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