Laura Lynch

THE TINY HOUSE ADVISER

Myakka City, FL

Some features on this profile are disabled

CRD#: 6884668

Professional summary

Laura Lynch, CFP®, who also goes by Laura Heather Lynch, Laura Heather Weaver, is a registered financial advisor currently at THE TINY HOUSE ADVISER located in Myakka City, Florida.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Laura has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Life Transitions

Retirement Planning

Socially Responsible Investing

Divorce Planning

Are you a "fiduciary"?

Yes

Aliases

Laura Heather Lynch | Laura Heather Weaver

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.

Less House More Moola Podcast (Marketing Strategy), Podcast topics include: health insurance for self-employed or digital nomad, selling your primary residence when going tiny, cash flow planning for a tiny transition, financing for tiny homes, long term planning without home equity to fall back on, and other miscellaneous non-financial topics. Sponsorship providing revenue to cover marketing expenses. Estimated revenue $30,000 year. Estimated time spent 4 Hours per week Alt American Dream LLC, Book under development for publication 2025, Non-advisory how to book for building an alternative-housing life, Estimated time spent 4 hours per week, $0 current revenue, Financial literacy course launching 2024 providing non-advisory help with: basic financial calculations: net worth, cash flow, debt to income ratio debt elimination guidance budgeting techniques savings strategies behavioral coaching Estimated time spent 5 hours per week Estimated revenue $30,000 year

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura 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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

June 26, 2023 - Present

THE TINY HOUSE ADVISER

RIA

CRD#: 325670

Myakka City, FL

Past

February 13, 2018 - June 21, 2023

EDWARD JONES

RIA

CRD#: 250

Sarasota, FL

Past

January 20, 2018 - June 21, 2023

EDWARD JONES

CRD#: 250

Sarasota, FL

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

Florida
(6/26/2023)

IAR

New Mexico
(4/18/2024)

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 66

Date: 2/10/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/20/2018

General Securities Representative Examination

Current Firm

THE TINY HOUSE ADVISER

THE TINY HOUSE ADVISER | THE TINY HOUSE ADVISER LLC

CRD#: 325670 / SEC#:

Florida

Registered Investment Advisory firm - (6/26/2023 Approved)

New Mexico

Registered Investment Advisory firm - (4/18/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Abiquiu, NM

Mailing Address

Po Box 645, Abiquiu, NM 87510

Phone number

(575) 200-3891

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 7,035,588

Red Flags

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Laura Lynch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THE TINY HOUSE ADVISER

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 2/10/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/20/2018

Current Firm

THE TINY HOUSE ADVISER

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE TINY HOUSE ADVISER

TRUST BUT VERIFY

Contact information

Similar Advisors