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Michael William Lynch

Tfo Wealth Partners

Maumee, OH

CRD 6916520

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Employer firm

Tfo Wealth Partners CRD 124407

$5.66B regulatory AUM 47 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES

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

Current Employers
Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-06-06
  • OH RA
    APPROVED
    Since 2022-06-06

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tfo-Tdc, Llc Maumee OH 06/2021 Present
Hayden Run Kennels Hilliard OH 04/2015 05/2018
Darby Glen Nursing And Rehabilitation Center Hilliard OH 04/2016 05/2018
Panera Bread Bowling Green OH 09/2018 11/2019
Northwestern Mutual Columbus OH 05/2018 08/2018
Juvenile Residential Center Of Northwest Ohio Bowling Green OH 11/2019 06/2021
Bowling Green State University Bowling Green OH 08/2016 05/2020
  • 06/2021 → Present
    Tfo-Tdc, Llc
    Maumee, OH
  • 04/2015 → 05/2018
    Hayden Run Kennels
    Hilliard, OH
  • 04/2016 → 05/2018
    Darby Glen Nursing And Rehabilitation Center
    Hilliard, OH
  • 09/2018 → 11/2019
    Panera Bread
    Bowling Green, OH
  • 05/2018 → 08/2018
    Northwestern Mutual
    Columbus, OH
  • 11/2019 → 06/2021
    Juvenile Residential Center Of Northwest Ohio
    Bowling Green, OH
  • 08/2016 → 05/2020
    Bowling Green State University
    Bowling Green, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-04
  • S65 Uniform Investment Adviser Law Examination
    2022-06-04
Other Names
  • Michael W Lynch

View on SEC IAPD

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