Stephen Michael Wintermeier
Investment adviser representative at Lynx Investment Advisory, LLC
20 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Lynx Investment Advisory, LLCMay 2026 to now
- Fenway Financial Advisors,LLCMar 2006 to May 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 4 states (DC, MA, TX, VA).
Lynx Investment Advisory, LLC
$1.1BAssets managed
236Clients
9Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4860355
- Firm CRD
- 111814