Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
24 years
Location
Geneva, NE
LPL Financial
Institution
Michael Lynch II is a financial advisor with LPL Financial in Geneva, Nebraska, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at SagePoint Financial, Equitable Advisors, Homan Wealth Advisors, and Merrill. In addition to his advisory work, he is involved with Lynch Financial, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Geneva, NE
Geneva NE
Advisors at this office
1
Nebraska
24 years of industry experience
LPL Financial, llc
2020 - Present • 6 years
Geneva, NE
SAGEPOINT FINANCIAL
2014 - 2020 • 6 years
Omaha, NE
Equitable Advisors
2012 - 2014 • 2 years
NE
Homan Wealth Advisors, LLC
2012 - 2012 • 1 year
Omaha, NE
Merrill
2006 - 2007 • 1 year
Omaha, NE
Equitable Advisors
2000 - 2006 • 6 years
Omaha, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Geneva, NE
LPL Financial
Sara Kresser is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and previously worked at Tyler Williams and Reinke Manufacturing Co., Inc. Outside of advising, she has been involved with Lazy Horse Brewing as a bartender and participates in activities at St. Peter Lutheran Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors nationwide.
Series 63
Sutton, NE
Cetera
Gregory Jahnke is a financial advisor with Cetera, holding a Series 63 designation and 35 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and currently works at Cetera. In addition to his advisory role, he is an insurance agent specializing in life and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.
Series 63, Series 66
Geneva, NE
LPL Financial
Tyler Williams is a financial advisor with LPL Financial in Geneva, NE, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at firms including Waddell & Reed and Edward Jones. Williams serves on the board of the Fillmore County Hospital and is involved in business ventures outside the investment industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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