Michael Patrick Lynch

CFA, CFP®

HIGHPOINT PLANNING PARTNERS

Lake Zurich, IL

·CRD# 2166274·35 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Commission

Fee Structure

$100K–$250K

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

Estate Planning
Investment Planning
Retirement Planning

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

Website

xxxxxxxxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFA

Chartered Financial Analyst

CFP®

Certified Financial PlannerSince 1993

Years of Experience

35 years in the financial services industry

Current & Past Employments

HIGHPOINT PLANNING PARTNERS·CRD# 316636

RIA

365 Surryse Road, Suite 150, Lake Zurich, IL 60047

December 9, 2021 - Present

LPL FINANCIAL LLC·CRD# 6413

RIA

BD

365 Surryse Rd Ste 150, Lake Zurich, IL 60047

May 16, 2012 - Present

HIGHPOINT PLANNING PARTNERS·CRD# 163768

RIA

Barrington, IL

June 26, 2018 - December 31, 2021

LPL FINANCIAL LLC·CRD# 6413

RIA

Barrington, IL

May 16, 2012 - June 25, 2018

FSC SECURITIES CORPORATION·CRD# 7461

RIA

Barrington, IL

September 16, 2009 - May 18, 2012

FSC SECURITIES CORPORATION·CRD# 7461

BD

Barrington, IL

September 2, 2009 - May 18, 2012

WATERSTONE FINANCIAL GROUP, INC.·CRD# 10078

RIA

Villa Park, IL

November 18, 2003 - September 2, 2009

WATERSTONE FINANCIAL GROUP, INC.·CRD# 10078

BD

Villa Park, IL

July 21, 2003 - September 2, 2009

MACBETH & ASSOCIATES, INC.·CRD# 123213

RIA

Villa Park, IL

October 26, 2000 - December 5, 2003

RE-DIRECT SECURITIES CORP·CRD# 35518

BD

Villa Park, IL

September 23, 1998 - July 21, 2003

ENERIC FINANCIAL SERVICES, INC.·CRD# 11761

BD

Fairfield, IA

May 26, 1998 - September 22, 1998

CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543

BD

Fairfield, IA

May 11, 1998 - September 22, 1998

RE-DIRECT SECURITIES CORP·CRD# 35518

BD

Villa Park, IL

February 14, 1994 - April 30, 1998

WATERSTONE FINANCIAL GROUP, INC.·CRD# 10078

BD

Boston, MA

August 20, 1991 - February 14, 1994

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Current Firm

HP

HIGHPOINT PLANNING PARTNERS

CRD#: 316636 / SEC#: 801-122583

RIA

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

Contact Information

Main Address

2651 Warrenville Road Suite 200, Downers Grove, IL 60515

Phone Number

(630) 719-9222

# of Employees

106

SEC notice filing (46 States and Territories)

Registered to provide investment advisory services in 46 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HPAG ADV PART 2A APPENDIX 1 - WRAP PROGRAM BROCHURE (3/27/2026)

HPAG FORM ADV PART 2A (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

15,742

AUM (Assets Under Management)

$4,783,000,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

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

South Carolina
(2/18/2026)

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.