Walter I. Lynn

SALT CREEK HILLS MONEY, LTD.

Springfield, IL

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CRD#: 5492800

Professional summary

Walter Irving Lynn is a registered financial advisor currently at SALT CREEK HILLS MONEY, LTD. located in Springfield, Illinois.

Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Walter 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.

TRUSTEE OF WALTER LYNN, SR. TRUST NOT INVESTMENT RELATED / STARTED FEB 2006 / ONE HOUR PER MONTH MANAGER OF LYNN FARMS, LLC NOT INVESTMENET RELATED / STARTED 2005 / ONE HOUR PER MONTH PRESIDENT OF RUSTIC ACRES, INC. NOT INVESTMENT RELATED / STARTED 01/21/1988 / FOUR HOURS ANNUALLY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Irving Lynn's 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

May 18, 2015 - Present

SALT CREEK HILLS MONEY, LTD.

RIA

CRD#: 172401

Springfield, IL

Past

May 5, 2009 - February 16, 2012

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

SPRINGFIELD, IL

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

Illinois
(5/18/2015)

IAR

Texas
(6/11/2024)

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: 4/1/2015

Uniform Investment Adviser Law Examination

Current Firm

SALT CREEK HILLS MONEY, LTD.

LYNN, WALTER I, JR. | SALT CREEK LTD. | SALT CREEK HILLS MONEY, LTD. | SALT CREEK HILLS MONEY, LTD

CRD#: 172401 / SEC#:

Illinois

Registered Investment Advisory firm - (5/18/2015 Approved)

Texas

Registered Investment Advisory firm - (6/11/2024 Conditional Restricted)

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Contact information

Main Address

Springfield, IL

Mailing Address

Phone number

(217) 899-6267

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 2,602,007

Red Flags

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

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Walter I. Lynn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Irving Lynn's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALT CREEK HILLS MONEY, LTD.

KESTRA INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2015

Current Firm

SALT CREEK HILLS MONEY, LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SALT CREEK HILLS MONEY, LTD.

TRUST BUT VERIFY

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