Michael J. Lynch

LYNCH INVESTMENT PLANNING

NEWTOWN SQUARE, PA 19073

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CRD#: 7000512

Professional summary

Michael Joseph Lynch, CFP® is a registered financial advisor currently at LYNCH INVESTMENT PLANNING, LLC located in Newtown Square, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 1 firm 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.

Army Reserve Officer. Not investment-related. 1135 Ranck Mill Road, Lancaster, PA 17602. I began here in December 2018 and I serve as a supervisor and trainer. I spend 16 hours per month on Army duties with two consecutive weeks over the summer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph 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: 2020

Experience

Current

September 15, 2018 - Present

LYNCH INVESTMENT PLANNING, LLC

Office #1: 2 Campus Boulevard Suite 106, Newtown Square, PA 19073

RIA

CRD#: 115956

NEWTOWN SQUARE, PA

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

New Jersey
(5/7/2021)

IAR

Pennsylvania
(9/15/2018)

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: 9/15/2018

Uniform Investment Adviser Law Examination

Current Firm

LYNCH INVESTMENT PLANNING, LLC

JAMES F. LYNCH DBA LYNCH INVESTMENT PLANNING | LYNCH INVESTMENT PLANNING, LLC | LYNCH INVESTMENT PLANNING | JAMES FRANCIS LYNCH

CRD#: 115956 / SEC#:

New Jersey

Registered Investment Advisory firm - (4/28/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/3/2001 Approved)

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Contact information

Main Address

2 Campus Boulevard Suite 106, Newtown Square, PA 19073

Mailing Address

Phone number

(484) 472-8956

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	319
AUM (Assets Under Management)	$ 102,609,166

Red Flags

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

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Michael J. Lynch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LYNCH INVESTMENT PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2018

Current Firm

LYNCH INVESTMENT PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LYNCH INVESTMENT PLANNING, LLC

TRUST BUT VERIFY

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