Michael Lynch has been an investment adviser representative at Northeast Planning Associates since July 2004, and is not listed among the firm’s executive officers or direct owners. Michael Lynch holds a Bachelor of Science in Business Administration with concentrations in management and marketing from the University of Maine and a Master's degree in Business Administration from the University of Maine Graduate School of Business.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Michael Lynch is an associate of Northeast Planning Associates, Inc., based in Pittsfield, ME. He provides comprehensive financial planning on a fee basis and specializes in non-qualified deferred compensation plans, retirement planning, investment planning, estate planning and pension and profit sharing. He has advised individuals and corporations, has consulted with corporation presidents, medical practices and business owners, and regularly holds seminars on financial topics of public interest.
Michael Lynch’s longest registration is the current one, 22 years at Northeast Planning Associates since 2004. Before joining Northeast Planning Associates in 2004, Michael Lynch was registered through Mutual Service Corporation and Veravest Investment Advisors, Inc.
- LPL Financial LLCAlso current– present · 19 yearsPittsfield, ME · Adviser representative · Firm CRD 6413
- – present · 22 yearsAdviser representative · Firm CRD 131406
- Mutual Service Corporation– · under a yearPittsford, ME · Adviser representative · Firm CRD 4806
- Veravest Investment Advisors, Inc.– · 1 yearPittsfield, ME · Adviser representative · Firm CRD 105796
Investment adviser representative registrations
Michael Lynch is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2004; the most recent is Texas, in July 2011.
- MaineSince 27 July 2004
- TexasResidentSince 18 July 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 2000 |
| Series 7 | General Securities Representative Examination | 27 September 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 March 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 July 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Drew Lynch
- CRD
- 2142722
- Firm
- Northeast Planning Associates · CRD 131406
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mdlynch.com
Where does Michael Lynch work?
Michael Lynch is an investment adviser representative registered through Northeast Planning Associates, Inc. since July 2004, and is not listed among the firm’s executive officers or direct owners.
Is Michael Lynch a financial advisor?
Yes. Michael Lynch has a current investment-adviser registration in Maine and Texas, through Northeast Planning Associates since July 2004.
How many years of experience does Michael Lynch have?
Michael Lynch has 35 years in the financial industry, since July 1991, across 4 adviser firms.
What exams has Michael Lynch passed?
Michael Lynch has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 1991. FINRA credited Michael Lynch with the SIE, which began in October 2018.
Where did Michael Lynch work before Northeast Planning Associates?
Before Northeast Planning Associates, Michael Lynch was registered through Veravest Investment Advisors, Inc., September 2002 to November 2003.
Is Michael Lynch registered with FINRA?
Yes. Michael Lynch has a current broker registration, under CRD 2142722.
Source: FINRA BrokerCheck
How can I verify Michael Lynch’s record?
Search CRD 2142722 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Lynch’s full registration record.
