Michael Joseph Lynch

Employer firm

Lynch Investment Planning, LLC CRD 115956

$143M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• TAX RETURN PREPARATION AND FILING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  United States Army
  New Cumberland, PA
• 09/2018 → Present
  Lynch Investment Planning, Llc
  Media Pa, PA

Other Businesses

Army Reserve Officer. Not investment-related. I began 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-15

Designations

• Certified Financial Planner