Blake Lynch, originally from Sioux City, Iowa, graduated in 2017 from the University of Northern Iowa with a bachelor’s degree in business administration and a Minor in Political Science. During his time at the university, he was an active member on the board of three clubs: UNI Investment Team, College of Republicans, and Entrepreneur Club.
Scope of Work
Since graduating from college, Blake has worked in the financial industry as a Financial Advisor and Analyst. With over eight years of experience, Blake has developed extensive knowledge of the industry and a reputation for strong integrity.
Recognizing that each client has individual needs, Blake dedicates himself to understanding and appreciating each client’s situation before making recommendations. Whether it is investments, insurances, retirement planning, tax strategies, or overall financial planning, Blake works diligently with each person to create an efficient, customized plan that will provide a tailored plan to fit their unique needs.
For businesses, Blake collaborates closely with the owners to set up 401(k) plans, Simple IRAs, Cash Balance Plans, Key Employee Insurance & Deferred Compensation strategies, among others. He has experience in building out plans for small to mid-sized businesses that are tax efficient and designed to assist in the overall goals & objectives of the owners & their employees. In addition, he personally meets with the employees to educate them on the plan design, their contributions, taxes, and investment options as they plan for their future.
Personal
Outside of work, Blake enjoys traveling, sporting events (Go Jays), and staying active. If he is not in the office, he is usually participating in sports leagues such as golf, bags/cornhole, basketball, pickleball, tennis, ping-pong, and sand volleyball.
Certificates/Registrations/Designations/Licenses
Series 7*
Series 66*
SIE*
Health/Life/Annuities
* Securities registrations held with Osaic Wealth, Inc.
Blake Lynch is a Registered Representative of Osaic Wealth, Inc. and receives transaction-based commissions for recommending products to you. Blake Lynch is also an Investment Adviser Representative of WealthPlan Partners LLC and receives fee-based compensation when providing investment advisory services to you.
Financial Planning and Investment Advisory Services offered through WealthPlan Partners LLC, a Registered Investment Advisor and separate entity from Osaic Wealth, Inc.
Securities Offered through Osaic Wealth, Inc., a registered broker dealer and Member FINRA/SIPC.