Blake Robert Lynch
Investment adviser representative at Wealthplan Partners
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Wealthplan Partners, LLCMar 2024 to now
- Securities America, Inc.Apr 2024 to Jun 2024
- Cetera Advisor Networks LLCAug 2023 to Feb 2024
- Cetera Investment Advisers LLCAug 2023 to Feb 2024
- Minnesota LifeApr 2017 to Aug 2023
- Renaissance FinancialApr 2017 to Aug 2023
- Securian Financial Services Inc.Apr 2017 to Aug 2023
- University of Northern IowaAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NE).
Wealthplan Partners
Legal name: Wealthplan Partners, LLC
$1.1BAssets managed
1,711Clients
26Advisers
6 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
- 6650717
- Firm CRD
- 305026