William Patrick Lynch
Investment adviser representative at Osaic Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Advisory Services, LLCJan 2026 to now
- Osaic WealthJan 2026 to now
- Schroeder Wealth AdvisorsJan 2026 to now
- 1st American Pension ServicesJan 2023 to Jan 2026
- National Life GroupOct 2019 to Jan 2023
- Mr. Jim's PizzaMay 2016 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 7225158
- Firm CRD
- 171070