Michael Arthur Lynch

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/1992 → Present
  Money Matters Of America Inc
  Plantation, FL
• 07/2008 → 01/2025
  Lincoln Financial Securities Corp
  Weston, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Weston, FL

Previous Registrations

• 2006-03-27 → 2025-01-24
  Osaic Fs, Inc.
  Weston, FL
• 2004-08-16 → 2007-01-22
  Independent Advisers Group Corp
  Plantation, FL

Other Businesses

MONEY MATTERS OF AMERICA, INC POSITION: President,Consultant,Agent NATURE: 1) Life Coach: Consultant 2) Non securties related Insurance Sales : Life , Disability, Long Term Care, Fixed Annuities, Index Annuities, Linked Benefit Insurance, and Life Settlements.3) Life Settlements: The sale of life insurace in the secondary marketplace. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1985 ADDRESS: 1792 Bell Tower Lane, Weston FL 33326, United States DESCRIPTION: Consultant, Agent, President, Broker

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-01-10

Designations

• Certified Financial Planner

Other Names

• Mike Lynch