BL
Blake R. Lynch
WEALTHPLAN PARTNERS
Omaha, NE 68154
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CRD#: 6650717
BL
Professional summary
Blake Robert Lynch is a registered financial advisor currently at WEALTHPLAN PARTNERS located in Omaha, Nebraska and OSAIC WEALTH, INC. located in Omaha, Nebraska.
Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Blake has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1. WEALTHPLAN PARTNERS POSITION: Junior Advisor to Dan Feltz NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/27/2024 ADDRESS: 101 S 108th Ave, Omaha NE 68154 DESCRIPTION: Independent Investment Advisor 2. BAJ LLC POSITION: Financing NATURE: Real estate property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2022 ADDRESS: 1523 Nicollet Street, Sioux City IA 51106 DESCRIPTION: Financial Partner. 3. LIFE INSURANCE POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 101 South 108th Avenue, Second Floor, Omaha NE 68154, United States DESCRIPTION: Sell Life Insurance to individuals, families, and businesses if applicable.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Robert 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
April 25, 2024 - Present
WEALTHPLAN PARTNERS
Office #1: 101 South 108th Avenue, Omaha, NE 68154RIA
CRD#: 305026
Omaha, NE
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 101 S 108th Ave Ste 201, Omaha, NE 68154RIA
BD
CRD#: 23131
OMAHA, NE
Past
April 2, 2024 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
OMAHA, NE
Past
August 10, 2023 - February 7, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
OMAHA, NE
Past
August 10, 2023 - February 7, 2024
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
OMAHA, NE
Past
September 11, 2017 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
OMAHA, NE
Past
June 19, 2017 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
OMAHA, NE
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".
WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN
CRD#: 305026 / SEC#: 801-117955
RIA
Registered Investment Advisory firm - (11/25/2019 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
Iowa(6/14/2024)
RR
Minnesota(6/14/2024)
IAR
Nebraska(4/25/2024)
RR
Nebraska(6/14/2024)
RR
North Carolina(6/14/2024)
RR
South Dakota(6/18/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN
CRD#: 305026 / SEC#: 801-117955
RIA
Registered Investment Advisory firm - (11/25/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 South 108th Avenue, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
58
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,895 |
| AUM (Assets Under Management) | $ 1,271,554,814 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTHPLAN PARTNERS
CRD#: 305026Omaha, NE 68154TRUST BUT VERIFY
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