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WF

Wyatt W. Flynn

LAKEPOINT WEALTH PARTNERS
HIGHLAND, MI 48356
Some features on this profile are disabled
CRD#: 7828235
WF
Wyatt William FlynnLAKEPOINT WEALTH PARTNERS

Professional summary

Wyatt William Flynn, who also goes by Wyatt W Flynn, is a registered financial advisor currently at LAKEPOINT WEALTH PARTNERS located in Highland, Michigan.

Wyatt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Wyatt has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Wyatt W Flynn

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wyatt William Flynn'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

June 30, 2026 - Present

LAKEPOINT WEALTH PARTNERS

Office #1: 3803 Orchard Dr., Highland, MI 48356
RIA
CRD#: 343032
HIGHLAND, MI
Past

February 19, 2026 - May 19, 2026

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
DETROIT, MI
Past

February 19, 2026 - May 19, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
DETROIT, MI
Past

March 4, 2024 - February 18, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
BIRMINGHAM, MI
Past

February 8, 2024 - February 18, 2026

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
BIRMINGHAM, MI

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
Michigan
(6/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/29/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/8/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/16/2023
Securities Industry Essentials Examination

Current Firm

LW
LAKEPOINT WEALTH PARTNERS
LAKEPOINT WEALTH PARTNERS | LAKEPOINT WEALTH PARTNERS LLC

CRD#: 343032 / SEC#:

Michigan
Registered Investment Advisory firm - (6/30/2026 Approved)
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Contact information

Main Address
3803 Orchard Dr., Highland, MI 48356
Mailing Address
Phone number
(313) 421-3484
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

LAKEPOINT WEALTH PARTNERS

CRD#: 343032Highland, MI 48356

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