Peter F Lynch
Investment adviser representative at Great Lakes Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$16.2BFirm 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-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Great Lakes Advisors, LLCJan 2026 to now
- Wintrust Wealth ManagementJun 2011 to now
- Northshore Community BankMar 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Great Lakes Advisors, LLC
$16.2BAssets managed
1,731Clients
18Advisers
44 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
- 5721758
- Firm CRD
- 110757