Lindsay Mckay Lynn
Investment adviser representative at Elwood & Goetz
10 yearsExperience
2 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 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.
- Elwood & GoetzNov 2025 to now
- Elwood & Goetz Wealth Advisory Group, LLCMar 2023 to now
- Goldman Sachs & Co. LLCJan 2021 to Mar 2023
- The Ayco Company, L.p./mercer AlliedJun 2020 to Jan 2021
- Mcmullin, Stone, & AssociatesMay 2018 to Aug 2018
- University of GeorgiaAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
Elwood & Goetz
Legal name: Elwood & Goetz Wealth Advisory Group, LLC
$1.1BAssets managed
686Clients
20Advisers
9 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
- 6948624
- Firm CRD
- 154839