KL
Kyle K. Lynch
STEVE LYNCH WEALTH MANAGEMENT
ALBUQUERQUE, NM 87110
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CRD#: 6522256
KL
Professional summary
Kyle Kristopher Lynch, who also goes by Kyle Kristopher Hepburn, Kyle Kristopher Lynch, is a registered financial advisor currently at STEVE LYNCH WEALTH MANAGEMENT located in Albuquerque, New Mexico and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Albuquerque, New Mexico.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kyle has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Kristopher Hepburn | Kyle Kristopher Lynch
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.) STEVE LYNCH WEALTH MANAGEMENT - ADVISOR - REGISTERED INVESTMENT ADVISOR - ALBUQUERQUE, NM - SINCE 01/2019 - INVESTMENT RELATED 2.) ARMY NATIONAL GUARD - CAPTAIN - MILITARY - ALBUQUERQUE, NM - SINCE 04/2009 - NOT INVESTMENT RELATED 3.) KYLE K. LYNCH - AGENT - NON-VARIABLE INSURANCE - ALBUQUERQUE, NM - SINCE 01/2017 - INVESTMENT RELATED 4.) STEVE LYNCH WEALTH MANAGEMENT - INVESTMENT ADVISOR REPRESENTATIVE - DBA NAME FOR MARKETING PURPOSES ONLY - ALBUQUERQUE, NM - SINCE 01/2019 - INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Kristopher Lynch'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®
NoneExperience
Current
February 21, 2019 - Present
STEVE LYNCH WEALTH MANAGEMENT
Office #1: 6605 Uptown Blvd Ne, Ste 330, Albuquerque, NM 87110RIA
CRD#: 113715
ALBUQUERQUE, NM
Current
December 22, 2017 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 6605 Uptown Blvd Ne Ste 330, Albuquerque, NM 87110RIA
BD
CRD#: 20804
Albuquerque, NM
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".
SL
STEVE LYNCH WEALTH MANAGEMENT
HIGH PLAINS INVESTMENT SOLUTIONS | STEVE LYNCH WEALTH MANAGEMENT
CRD#: 113715 / SEC#: 801-130555
RIA
Registered Investment Advisory firm - (6/27/2024 Approved)New Mexico
Registered Investment Advisory firm - (6/28/2024 Terminated)Texas
Registered Investment Advisory firm - (6/28/2024 Terminated)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
Alabama(8/11/2021)
RR
Arizona(2/10/2022)
RR
California(3/26/2020)
RR
Colorado(3/26/2020)
RR
Florida(1/12/2022)
RR
Georgia(2/14/2020)
RR
Kansas(10/11/2023)
RR
Maryland(1/12/2022)
RR
Michigan(1/4/2023)
RR
Montana(1/4/2023)
RR
Nevada(2/14/2020)
RR
New Mexico(1/3/2019)
IAR
New Mexico(2/21/2019)
RR
North Carolina(8/24/2020)
RR
North Dakota(5/14/2025)
RR
Oregon(10/17/2023)
RR
Pennsylvania(7/7/2022)
RR
Texas(8/11/2021)
IAR
Texas(5/30/2024)
RR
Utah(1/12/2022)
RR
Virginia(3/18/2025)
RR
Wyoming(5/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SL
STEVE LYNCH WEALTH MANAGEMENT
HIGH PLAINS INVESTMENT SOLUTIONS | STEVE LYNCH WEALTH MANAGEMENT
CRD#: 113715 / SEC#: 801-130555
RIA
Registered Investment Advisory firm - (6/27/2024 Approved)New Mexico
Registered Investment Advisory firm - (6/28/2024 Terminated)Texas
Registered Investment Advisory firm - (6/28/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6605 Uptown Blvd. Ne Suite 370, Albuquerque, NM 87110
Mailing Address
Phone number
(505) 881-7526
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 582 |
| AUM (Assets Under Management) | $ 132,165,083 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STEVE LYNCH WEALTH MANAGEMENT
CRD#: 113715Albuquerque, NM 87110TRUST BUT VERIFY
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