Michael Lynch has been CCO, Member of Lynch Investment Planning since February 2021, is a control person of the firm and directly owns 75% or more of it. Michael Lynch holds a B.A. in Political Science (Honors) from the University of Delaware and an M.S. in Finance from Saint Joseph's University.
Lynch Investment Planning, LLC is a Newtown Square, PA firm with $143M under management, 140 clients and 3 advisers in one office, as of its May 2026 filing.
Michael J. Lynch is Managing Partner of Lynch Investment Planning, LLC, based in Newtown Square, Pennsylvania. Lynch joined the firm after spending over 7 years as an active-duty Army officer, holding positions including Apache helicopter pilot, aviation company commander, human resources director and recruiting commander. He continues to serve as a member of the Pennsylvania National Guard.
- – present · 8 yearsNewtown Square, PA · Adviser representative · Firm CRD 115956
Professional designations
Listed by Lynch Investment Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Michael Lynch is registered as an investment adviser representative in Pennsylvania, since September 2018.
- PennsylvaniaSince 15 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 September 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Joseph Lynch
- CRD
- 7000512
- Firm
- Lynch Investment Planning · CRD 115956
- Role
- CCO, Member
- Office
- 2 CAMPUS BOULEVARD, SUITE 106, Newtown Square, PA 19073
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lynchip.com
Where does Michael Lynch work?
Michael Lynch has been CCO, Member of Lynch Investment Planning, LLC since February 2021, and is a control person of the firm.
Is Michael Lynch a financial advisor?
Yes. Michael Lynch has a current investment-adviser registration in Pennsylvania, through Lynch Investment Planning since September 2018.
How many years of experience does Michael Lynch have?
Michael Lynch has 8 years in the financial industry, since September 2018, across 1 adviser firm.
What exams has Michael Lynch passed?
Michael Lynch passed the Series 65 in September 2018.
Where is Michael Lynch based?
Michael Lynch’s registered office is in Newtown Square, PA.
Is Michael Lynch registered with FINRA?
No. Michael Lynch has no current broker registration.
Is Michael Lynch a CFP?
Lynch Investment Planning lists Michael Lynch with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Lynch’s record?
Search CRD 7000512 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Lynch’s full registration record.