Kyle Kristopher Lynch
Investment adviser representative at Steve Lynch Wealth Management
17 yearsExperience
2 statesRegistered in
$153.4MFirm assets
2 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Steve Lynch Wealth ManagementJan 2019 to now
- Kyle K. LynchJan 2017 to now
- United Planners Financial ServicesMar 2016 to now
- Army National GuardApr 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Steve Lynch Wealth Management
$153.4MAssets managed
727Clients
2Advisers
2 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
- 6522256
- Firm CRD
- 113715